Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CABOT WEALTH MANAGEMENT INC | COM | 3951 | $491,693 | 3,137 | 0.00 | 0.09 | -435 | -12.18 | 12-31-2023 |
GREY STREET CAPITAL LLC | COM | 3952 | $490,846 | 3,132 | 0.00 | 3,132 | +Inf | 12-31-2023 | |
ARBOR INVESTMENT ADVISORS LLC | Stock | 3953 | $495,139 | 3,130 | 0.00 | 3,130 | +Inf | 03-31-2024 | |
KRS CAPITAL MANAGEMENT LLC | COM | 3954 | $495,146 | 3,130 | 0.00 | 0.00 | -480 | -13.30 | 03-31-2024 |