Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 1451 | $324,713 | 1,237 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PERENNIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -331 | -21.11 | 12-31-2023 |
RED DOOR WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -319 | -20.55 | 03-31-2024 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1454 | $323,483 | 1,232 | 0.00 | 1,232 | +Inf | 03-31-2024 |