Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 951 | $144 | 58 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 952 | $124 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
FIRST MANHATTAN CO LLC | COM | 953 | $100 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 954 | $91 | 38 | 0.00 | 0.00 | 5 | 15.15 | 09-30-2023 |