Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | 1401 | $2,253 | 76 | 0.00 | 76 | +Inf | 03-31-2024 | |
QUARRY LP | COM | 1402 | $2,121 | 74 | 0.00 | 74 | +Inf | 12-31-2023 | |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1403 | $2,135 | 72 | 0.00 | 72 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1404 | $1,966 | 71 | 0.00 | 0.00 | 1 | 1.43 | 09-30-2023 |