Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ADVISORS LLC | COM | 1701 | $608,379 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SEEYOND | Common Stock | 1702 | $343,000 | 1,698 | 0.04 | 0.05 | -130 | -7.11 | 09-30-2022 |
GOULD ASSET MANAGEMENT LLC /CA/ | COM | 1703 | $607,641 | 1,698 | 0.00 | 0.00 | -340 | -16.68 | 03-31-2024 |
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 1704 | $607,108 | 1,696 | 0.00 | 0.00 | -33 | -1.91 | 03-31-2024 |