Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 851 | $237,917 | 8,301 | 0.00 | 0.00 | 187 | 2.30 | 12-31-2023 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 852 | $245,050 | 8,267 | 0.00 | 0.00 | 456 | 5.84 | 03-31-2024 |
CLARUS GROUP INC | COM | 853 | $244,826 | 8,260 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVOKE WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 945 | 12.92 | 12-31-2023 |