Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 3101 | $363,564 | 5,943 | 0.00 | 0.00 | -300 | -4.81 | 03-31-2024 |
LASALLE ST INVESTMENT ADVISORS LLC | COM | 3102 | $351,000 | 5,934 | 0.20 | 0.23 | 5 | 0.08 | 03-31-2024 |
WINDSOR WEALTH MANAGEMENT INC | COM | 3103 | $332,000 | 5,931 | 0.06 | 0.05 | 962 | 19.36 | 09-30-2023 |
SPECTRUM WEALTH COUNSEL LLC | COM | 3104 | $362,370 | 5,923 | 0.00 | 0.00 | 409 | 7.42 | 03-31-2024 |