Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1351 | $6,148 | 88 | 0.00 | 0.00 | -1,081 | -92.47 | 09-30-2023 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 1352 | $7,094 | 86 | 0.00 | 0.00 | 1 | 1.18 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | BBY | 1353 | $7,055 | 86 | 0.00 | 86 | +Inf | 03-31-2024 | |
TFC FINANCIAL MANAGEMENT INC | COM | 1354 | $6,891 | 84 | 0.00 | 0.00 | 1 | 1.20 | 03-31-2024 |