Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 751 | $15,484 | 225 | 0.00 | 0.00 | 1 | 0.45 | 03-31-2023 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 752 | $15,196 | 222 | 0.00 | 0.00 | 157 | 241.54 | 12-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 753 | $13,000 | 201 | 0.00 | 201 | +Inf | 03-31-2022 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 754 | $14,916 | 201 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |