Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASCOMA WEALTH MANAGEMENT LLC | Stock | 3601 | $35,033 | 646 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TIAA TRUST NATIONAL ASSOCIATION | COMSTOCK | 3602 | $34,707 | 640 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RISE ADVISORS LLC | 0 | 3603 | $32,407 | 632 | 0.00 | 0.00 | 7 | 1.12 | 12-31-2023 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3604 | $27,662 | 629 | 0.00 | 0.00 | -151 | -19.36 | 03-31-2024 |