Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 1501 | $48,213 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SYSTM WEALTH SOLUTIONS LLC | COM | 1502 | $54,963 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1503 | $46,405 | 77 | 0.00 | 77 | +Inf | 12-31-2023 | |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 1504 | $52,901 | 77 | 0.00 | 77 | +Inf | 03-31-2024 |