Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCURRENT INVESTMENT ADVISORS LLC | COM | 1301 | $629,248 | 1,335 | 0.00 | 1,335 | +Inf | 12-31-2023 | |
HUMANKIND INVESTMENTS LLC | COM | 1302 | $629,061 | 1,334 | 0.00 | 0.00 | -41 | -2.98 | 12-31-2023 |
GREAT DIAMOND PARTNERS LLC | COM | 1303 | $629,061 | 1,334 | 0.00 | 0.00 | -72 | -5.12 | 12-31-2023 |
LAUREL WEALTH ADVISORS INC | Stock | 1304 | $683,000 | 1,332 | 0.07 | 0.07 | -16 | -1.19 | 12-31-2022 |