Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUEPRINT INVESTMENT PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 672 | +Inf | 12-31-2023 | |
TYLER-STONE WEALTH MANAGEMENT | COM | 3402 | $492,537 | 672 | 0.00 | 0.00 | -31 | -4.41 | 03-31-2024 |
UNIQUE WEALTH STRATEGIES LLC | COM | 3403 | $491,364 | 671 | 0.00 | 671 | +Inf | 03-31-2024 | |
WHITE PINE CAPITAL LLC | COM | 3404 | $485,066 | 671 | 0.00 | 0.00 | -225 | -25.11 | 03-31-2024 |