Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AEVITAS WEALTH MANAGEMENT INC | COM | 1551 | $306,245 | 4,006 | 0.00 | 0.21 | 3 | 0.07 | 12-31-2022 |
ICW INVESTMENT ADVISORS LLC | COM | 1552 | $325,008 | 4,004 | 0.00 | 0.00 | 6 | 0.15 | 03-31-2024 |
BLUECHIP WEALTH ADVISORS LLC | COM | 1553 | $324,720 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOIT C F DAVID | COM | 1554 | $292,200 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |