Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAYFLOWER FINANCIAL ADVISORS LLC | COM | 1101 | $519,407 | 6,479 | 0.00 | 0.00 | 198 | 3.15 | 03-31-2024 |
FORA CAPITAL LLC | COM | 1102 | $518,860 | 6,472 | 0.00 | 0.00 | -83,930 | -92.84 | 03-31-2024 |
&PARTNERS | COM | 1103 | $517,937 | 6,460 | 0.00 | 6,460 | +Inf | 03-31-2024 | |
ALPHA CUBED INVESTMENTS LLC | COM | 1104 | $409,060 | 6,449 | 0.00 | 0.00 | 1,879 | 41.12 | 09-30-2023 |