Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 951 | $76,410 | 595 | 0.00 | 595 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 112 | 23.58 | 12-31-2023 |
PRIVATE TRUST CO NA | Com | 953 | $72,044 | 561 | 0.00 | 0.00 | 475 | 552.33 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 954 | $62,448 | 560 | 0.00 | 0.00 | 60 | 12.00 | 12-31-2023 |