Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | COM | Liquidated | $0 | 0 | 0.00 | 121 | +Inf | 12-31-2023 | |
EXCHANGE TRADED CONCEPTS LLC | COM | 802 | $3,950 | 119 | 0.00 | 0.00 | -1,385 | -92.09 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 803 | $4,058 | 114 | 0.00 | 0.00 | 64 | 128.00 | 12-31-2023 |
CASTLEVIEW PARTNERS LLC | COM | 804 | $3,879 | 109 | 0.00 | 109 | +Inf | 12-31-2023 |