Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 851 | $3,206 | 11 | 0.00 | 0.00 | 7 | 175.00 | 12-31-2023 |
GAMMA INVESTING LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 03-31-2024 | |
STEWARD FINANCIAL GROUP LLC | COM | 853 | $2,000 | 11 | 0.00 | 0.00 | 8 | 266.67 | 03-31-2023 |
HARTFORD FINANCIAL MANAGEMENT INC | COM | 854 | $3,831 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |