Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AURORA PRIVATE WEALTH INC | COM | Liquidated | $0 | 0 | 0.21 | 367 | +Inf | 03-31-2024 | |
RESOURCE CONSULTING GROUP INC | COM | 3552 | $218,356 | 366 | 0.00 | 366 | +Inf | 12-31-2023 | |
ZEVIN ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.04 | 365 | +Inf | 03-31-2024 | |
SAX WEALTH ADVISORS LLC | COM | 3554 | $216,566 | 363 | 0.00 | 363 | +Inf | 12-31-2023 |