Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 551 | $4,534 | 661 | 0.00 | 0.00 | 516 | 355.86 | 12-31-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM NEW | 552 | $1,706 | 651 | 0.00 | 0.00 | 51 | 8.50 | 03-31-2024 |
HOLLENCREST CAPITAL MANAGEMENT | Stock | 553 | $1,572 | 600 | 0.00 | 0.00 | 315 | 110.53 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM NEW | 554 | $1,406 | 581 | 0.00 | 581 | +Inf | 03-31-2024 |