Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEANS INVESTMENT CO INC | COM | 1551 | $275,287 | 1,196 | 0.00 | 1,196 | +Inf | 03-31-2024 | |
WEALTH ARCHITECTS LLC | COM | 1552 | $227,445 | 1,194 | 0.00 | 0.00 | -31 | -2.53 | 12-31-2023 |
9258 WEALTH MANAGEMENT LLC | Stock | 1553 | $273,867 | 1,190 | 0.00 | 0.00 | -711 | -37.40 | 03-31-2024 |
IVC WEALTH ADVISORS LLC | COM | 1554 | $273,867 | 1,190 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |