Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARSONS CAPITAL MANAGEMENT INC/RI | COM NEW | 801 | $649,919 | 2,975 | 0.00 | 0.00 | -306 | -9.33 | 03-31-2024 |
CONNECTICUT WEALTH MANAGEMENT LLC | COM NEW | 802 | $649,482 | 2,973 | 0.00 | 0.00 | 52 | 1.78 | 03-31-2024 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM NEW | 803 | $665,278 | 2,927 | 0.00 | 0.00 | -4 | -0.14 | 12-31-2023 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM NEW | 804 | $587,468 | 2,922 | 0.00 | 0.00 | 502 | 20.74 | 09-30-2023 |