Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAUSET WEALTH MANAGEMENT LLC | COM | 4901 | $56,000 | 187 | 0.04 | 187 | +Inf | 03-31-2022 | |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 4902 | $69,196 | 180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TACITA CAPITAL INC | COM | 4903 | $61,963 | 180 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TRUNORTH CAPITAL MANAGEMENT LLC | COM | 4904 | $61,487 | 179 | 0.00 | 0.00 | 90 | 101.12 | 06-30-2024 |