Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAMILY CFO INC | COM | 4201 | $139,200 | 190 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIFE PLANNING PARTNERS INC | COST | 4202 | $123,435 | 187 | 0.00 | 187 | +Inf | 12-31-2023 | |
GABLES CAPITAL MANAGEMENT INC | COM | 4203 | $108,000 | 187 | 0.07 | 0.05 | 10 | 5.65 | 03-31-2022 |
HOBBS GROUP ADVISORS LLC | COM | 4204 | $121,600 | 184 | 0.00 | 184 | +Inf | 12-31-2023 |