Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 601 | $21,302 | 104 | 0.00 | 0.00 | -3 | -2.80 | 12-31-2023 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 602 | $21,000 | 100 | 0.00 | 100 | +Inf | 12-31-2021 | |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 12-31-2023 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | 604 | $27,000 | 99 | 0.00 | 0.00 | -4 | -3.88 | 03-31-2024 |