Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEHEARTH CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,023 | -31.30 | 12-31-2023 |
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 1252 | $340,812 | 2,242 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COMPTON WEALTH ADVISORY GROUP LLC | COM | 1253 | $368,427 | 2,239 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FAMILY FIRM INC | Stock | 1254 | $367,440 | 2,233 | 0.00 | 0.00 | 5 | 0.22 | 03-31-2024 |