Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 2551 | $11,026 | 38 | 0.00 | 0.00 | 12 | 46.15 | 06-30-2024 |
RED TORTOISE LLC | Stock | 2552 | $9,865 | 34 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NAUSET WEALTH MANAGEMENT LLC | COM | 2553 | $7,000 | 30 | 0.01 | 30 | +Inf | 03-31-2022 | |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 2554 | $8,414 | 29 | 0.00 | 29 | +Inf | 06-30-2024 |