Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANDSBERG BENNETT & DUBBANEH LLC | COM | 2851 | $221,000 | 730 | 0.03 | 730 | +Inf | 09-30-2021 | |
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 728 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 2853 | $180,487 | 727 | 0.00 | 0.00 | 222 | 43.96 | 09-30-2023 |
CLEAN YIELD GROUP | Stock | 2854 | $180,891 | 724 | 0.00 | 0.00 | 9 | 1.26 | 06-30-2024 |