Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 701 | $47,648 | 642 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 702 | $45,045 | 607 | 0.00 | 0.00 | 339 | 126.49 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 703 | $44,000 | 586 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 704 | $32,913 | 576 | 0.00 | 0.00 | -18 | -3.03 | 09-30-2023 |