Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRY INVESTMENT ADVISORS LLC | COM | 6101 | $379,959 | 1,203 | 0.00 | 0.13 | -409 | -25.37 | 09-30-2023 |
LPWM LLC | COM | 6102 | $508,759 | 1,202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
O'BRIEN WEALTH PARTNERS LLC | COM | 6103 | $504,443 | 1,199 | 0.00 | 0.00 | -816 | -40.50 | 03-31-2024 |
NEXWAVE CAPITAL PARTNERS LLC | COM | 6104 | $401,000 | 1,191 | 0.93 | 0.87 | 0 | 0.00 | 12-31-2021 |