Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CURI WEALTH MANAGEMENT LLC | COM | 551 | $437,284 | 1,655 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EMPIRICAL ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,634 | +Inf | 03-31-2024 | |
IEQ CAPITAL LLC | COM | 553 | $425,546 | 1,611 | 0.00 | 0.00 | 278 | 20.86 | 12-31-2023 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 554 | $420,315 | 1,592 | 0.00 | 0.00 | -1 | -0.06 | 12-31-2023 |