Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IPSWICH INVESTMENT MANAGEMENT CO INC | COM | 1401 | $540,487 | 1,293 | 0.00 | 0.00 | 508 | 64.71 | 03-31-2024 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 1402 | $537,979 | 1,287 | 0.00 | 0.00 | 621 | 93.24 | 03-31-2024 |
ADERO PARTNERS LLC | COM | 1403 | $533,364 | 1,276 | 0.00 | 0.00 | 4 | 0.31 | 03-31-2024 |
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 1404 | $445,870 | 1,267 | 0.00 | 0.00 | 27 | 2.18 | 06-30-2023 |