Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 701 | $252,806 | 3,928 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DAVIES FINANCIAL ADVISORS INC | COM | 702 | $252,098 | 3,917 | 0.00 | 3,917 | +Inf | 03-31-2024 | |
RELYEA ZUCKERBERG HANSON LLC | COM | 703 | $251,841 | 3,913 | 0.00 | 0.00 | 14 | 0.36 | 03-31-2024 |
CETERA ADVISORS LLC | COM | 704 | $207,427 | 3,899 | 0.00 | 3,899 | +Inf | 12-31-2023 |