Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 951 | $1,450 | 18 | 0.00 | 0.00 | -6 | -25.00 | 12-31-2023 |
MV CAPITAL MANAGEMENT INC | COM SER C | 952 | $973 | 17 | 0.00 | 0.00 | 16 | 1600.00 | 03-31-2024 |
FAIRMAN GROUP LLC | COM SER C | 953 | $1,289 | 16 | 0.00 | 16 | +Inf | 12-31-2023 | |
ADVISORNET FINANCIAL INC | Stock | 954 | $858 | 15 | 0.00 | 0.00 | 5 | 50.00 | 03-31-2024 |