Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFP FINANCIAL GROUP LLC | ABT | 3851 | $75,741 | 666 | 0.00 | 0.00 | -147 | -18.08 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 3852 | $75,244 | 662 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 3853 | $75,129 | 661 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 3854 | $63,050 | 651 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |