Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC | COM | 701 | $745,478 | 2,915 | 0.00 | 0.00 | 8 | 0.28 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 702 | $745,478 | 2,915 | 0.00 | 2,915 | +Inf | 03-31-2024 | |
LARAWAY FINANCIAL ADVISORS INC | COM | 703 | $660,902 | 2,907 | 0.00 | 0.00 | -100 | -3.33 | 12-31-2023 |
SIMPLICITY SOLUTIONS LLC | COM | 704 | $660,714 | 2,907 | 0.00 | 0.00 | 65 | 2.29 | 12-31-2023 |