Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 901 | $10,036 | 378 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 902 | $9,976 | 376 | 0.00 | 0.00 | -7 | -1.83 | 12-31-2023 |
SANDY SPRING BANK | COM | 903 | $10,262 | 371 | 0.00 | 0.00 | 78 | 26.62 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 370 | +Inf | 03-31-2024 |