Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGH PINES WEALTH MANAGEMENT LLC | COM | 5751 | $845,757 | 2,249 | 0.00 | 0.00 | -7 | -0.31 | 12-31-2023 |
JOSEPH P LUCIA & ASSOCIATES LLC | COM | 5752 | $945,580 | 2,248 | 0.00 | 0.00 | 145 | 6.89 | 03-31-2024 |
25 LLC | COM | 5753 | $944,734 | 2,246 | 0.00 | 0.00 | 38 | 1.72 | 03-31-2024 |
TAP CONSULTING LLC | COM | 5754 | $844,202 | 2,245 | 0.00 | 0.00 | -3,120 | -58.15 | 12-31-2023 |