Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTHRIGHT FAMILY WEALTH ADVISORY LLC | COM | 4451 | $253,176 | 660 | 0.00 | 0.00 | 14 | 2.17 | 03-31-2024 |
COCO ENTERPRISES LLC | COM | 4452 | $237,390 | 658 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LPF ADVISORS LLC | COM | 4453 | $227,683 | 657 | 0.00 | 657 | +Inf | 12-31-2023 | |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | COM | 4454 | $252,025 | 657 | 0.00 | 657 | +Inf | 03-31-2024 |