Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH GROUP LLC | COM | 801 | $808,638 | 16,439 | 0.00 | 0.00 | 2,902 | 21.44 | 03-31-2024 |
PEOPLE'S UNITED FINANCIAL INC | COM | 802 | $1,395,000 | 16,414 | 0.04 | 0.04 | -10,146 | -38.20 | 03-31-2022 |
SOVEREIGN FINANCIAL GROUP INC | COM | 803 | $793,655 | 16,134 | 0.00 | 0.00 | 631 | 4.07 | 03-31-2024 |
MURPHY CAPITAL MANAGEMENT INC | COM | 804 | $1,283,000 | 16,081 | 0.18 | 0.15 | -1,935 | -10.74 | 06-30-2022 |