Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOODSTOCK CORP | COMMON STOCK | 751 | $298,035 | 1,505 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WINDWARD PRIVATE WEALTH MANAGEMENT INC | COM | 752 | $327,750 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 753 | $296,055 | 1,495 | 0.00 | 0.00 | -12 | -0.80 | 03-31-2024 |
REGENTATLANTIC CAPITAL LLC | COM | 754 | $324,000 | 1,483 | 0.01 | 0.01 | -96 | -6.08 | 09-30-2022 |