Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 3851 | $75,244 | 662 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 3852 | $75,129 | 661 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 3853 | $63,050 | 651 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
IMPACT PARTNERSHIP WEALTH LLC | COM | 3854 | $73,652 | 648 | 0.00 | 0.00 | 180 | 38.46 | 03-31-2024 |