Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 651 | $130,686 | 1,069 | 0.00 | 0.00 | -36 | -3.26 | 12-31-2023 |
COVESTOR LTD | COMMON | 652 | $133,000 | 1,026 | 0.08 | 0.07 | 251 | 32.39 | 03-31-2024 |
BANQUE CANTONALE VAUDOISE | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | -904 | -48.60 | 12-31-2023 |
JOHNSON FINANCIAL GROUP INC | COM | 654 | $114,549 | 937 | 0.00 | 0.00 | 137 | 17.12 | 12-31-2023 |