Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1401 | $1,746 | 14 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
KB FINANCIAL PARTNERS LLC | COM | 1402 | $2,000 | 14 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 1403 | $1,730 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 1404 | $1,465 | 11 | 0.00 | 11 | +Inf | 03-31-2024 |