Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 501 | $1,873 | 60 | 0.00 | 0.00 | 37 | 160.87 | 12-31-2023 |
RISE ADVISORS LLC | 0 | 502 | $1,873 | 60 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM PAR $0.01 | Liquidated | $2,221 | 58 | 0.00 | 0.00 | 58 | +Inf | 03-31-2024 |
CAITLIN JOHN LLC | COM PAR $0.01 | 504 | $1,748 | 56 | 0.00 | 56 | +Inf | 12-31-2023 |