Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAIRMAN GROUP LLC | COM | 1151 | $24,207 | 296 | 0.00 | 296 | +Inf | 12-31-2023 | |
CASTLEVIEW PARTNERS LLC | COM | 1152 | $23,562 | 291 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MV CAPITAL MANAGEMENT INC | COM | 1153 | $25,024 | 291 | 0.00 | 0.00 | -3 | -1.02 | 03-31-2024 |
NAUSET WEALTH MANAGEMENT LLC | COM | 1154 | $37,000 | 282 | 0.03 | 282 | +Inf | 03-31-2022 |