Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 451 | $68,248 | 1,713 | 0.00 | 0.00 | 1,245 | 266.03 | 12-31-2023 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 452 | $63,186 | 1,586 | 0.00 | 0.00 | -1,214 | -43.36 | 12-31-2023 |
FIRST MANHATTAN CO LLC | COM | 453 | $54,780 | 1,375 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEO IVY CAPITAL MANAGEMENT | Stock | 454 | $86,000 | 1,236 | 0.09 | 1,236 | +Inf | 06-30-2021 |