Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHEAST FINANCIAL GROUP INC | COM | 4501 | $217,322 | 1,339 | 0.00 | 1,339 | +Inf | 03-31-2024 | |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | COM | 4502 | $216,928 | 1,337 | 0.00 | 1,337 | +Inf | 03-31-2024 | |
CANVAS WEALTH ADVISORS LLC | COM | 4503 | $208,153 | 1,326 | 0.00 | 1,326 | +Inf | 03-31-2024 | |
JPL WEALTH MANAGEMENT LLC | COM | 4504 | $214,836 | 1,324 | 0.00 | 1,324 | +Inf | 03-31-2024 |