Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM | 1751 | $2,551,940 | 20,887 | 0.00 | 0.00 | 434 | 2.12 | 03-31-2024 |
BCGM WEALTH MANAGEMENT LLC | COM | 1752 | $1,885,165 | 20,879 | 0.00 | 0.00 | 2,228 | 11.95 | 12-31-2023 |
CIPHER CAPITAL LP | COM | 1753 | $2,088,512 | 20,858 | 0.00 | 0.00 | -23,209 | -52.67 | 03-31-2023 |
HARBOR ADVISORY CORP /MA/ | COM | 1754 | $1,881,192 | 20,835 | 0.00 | 0.00 | -2,075 | -9.06 | 12-31-2023 |