Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR PERSPECTIVE ADVISORS LLC | COM | 1751 | $254,000 | 1,445 | 0.08 | 0.08 | -10 | -0.69 | 12-31-2021 |
BOSS RETIREMENT ADVISORS LLC | COM | 1752 | $252,660 | 1,443 | 0.00 | 0.00 | -231 | -13.80 | 12-31-2023 |
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC | COM | 1753 | $283,828 | 1,435 | 0.00 | 0.00 | 3 | 0.21 | 03-31-2024 |
BRIGHTON JONES LLC | COM | 1754 | $284,779 | 1,434 | 0.00 | 0.00 | -951 | -39.87 | 12-31-2023 |