Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 651 | $2,271,644 | 8,723 | 0.00 | 0.00 | 241 | 2.84 | 03-31-2024 |
METROPOLITAN LIFE INSURANCE CO/NY | COM | 652 | $2,118,519 | 8,701 | 0.00 | 0.00 | -141 | -1.59 | 12-31-2023 |
APOLLON WEALTH MANAGEMENT LLC | COM | 653 | $2,263,263 | 8,691 | 0.00 | 0.00 | 226 | 2.67 | 03-31-2024 |
APPLETON PARTNERS INC/MA | CS | 654 | $1,794,000 | 8,669 | 0.16 | 0.14 | 852 | 10.90 | 09-30-2023 |