Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
O'BRIEN WEALTH PARTNERS LLC | COM | 5251 | $34,335 | 38 | 0.00 | 0.00 | -53 | -58.24 | 03-31-2024 |
TRUNORTH CAPITAL MANAGEMENT LLC | COM | 5252 | $34,335 | 38 | 0.00 | 38 | +Inf | 03-31-2024 | |
HBC FINANCIAL SERVICES PLLC | Stock | 5253 | $27,000 | 33 | 0.02 | 33 | +Inf | 03-31-2024 | |
CRITERION CAPITAL ADVISORS LLC | COM | 5254 | $30,207 | 33 | 0.00 | 33 | +Inf | 03-31-2024 |