Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 451 | $138,160 | 1,636 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EXANE DERIVATIVES | STOCK | 452 | $111,382 | 1,444 | 0.00 | 0.00 | 42 | 3.00 | 06-30-2022 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 226 | 18.74 | 12-31-2023 |
BDO WEALTH ADVISORS LLC | COM | 454 | $93,963 | 1,428 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |