Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1051 | $449,734 | 1,573 | 0.00 | 0.00 | 1 | 0.06 | 09-30-2023 |
PURE FINANCIAL ADVISORS LLC | COM | 1052 | $457,717 | 1,571 | 0.00 | 0.00 | 705 | 81.41 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1053 | $483,073 | 1,556 | 0.00 | 0.00 | -913 | -36.98 | 12-31-2023 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 1054 | $452,662 | 1,554 | 0.00 | 0.00 | -140 | -8.26 | 03-31-2024 |