Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | REIT | 1451 | $311,000 | 2,296 | 0.03 | 2,296 | +Inf | 12-31-2022 | |
MARCUM WEALTH LLC | COM | 1452 | $242,986 | 2,296 | 0.00 | 0.00 | -1,247 | -35.20 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 1453 | $242,966 | 2,296 | 0.00 | 2,296 | +Inf | 03-31-2024 | |
TILT INVESTMENT MANAGEMENT HOLDINGS PBC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |