Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPE INVESTMENT ADVISORY INC | COM | 1701 | $6,861 | 228 | 0.00 | 0.00 | 1 | 0.44 | 12-31-2023 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 1702 | $6,831 | 227 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEAR INVESTMENT RESEARCH LLC | COM | 1703 | $6,873 | 227 | 0.00 | 0.00 | 2 | 0.89 | 03-31-2024 |
LANSING STREET ADVISORS | Stock | 1704 | $6,883 | 224 | 0.00 | 0.00 | 2 | 0.90 | 06-30-2023 |