Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TILT INVESTMENT MANAGEMENT HOLDINGS PBC | COM | 1751 | $325,192 | 2,448 | 0.00 | 2,448 | +Inf | 12-31-2023 | |
ONE WEALTH ADVISORS LLC | COM | 1752 | $390,760 | 2,445 | 0.00 | 0.00 | 184 | 8.14 | 03-31-2024 |
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 1753 | $390,760 | 2,445 | 0.00 | 0.00 | -10 | -0.41 | 03-31-2024 |
JANNEY CAPITAL MANAGEMENT LLC | Common Stock | 1754 | $390,000 | 2,440 | 0.03 | 0.02 | 0 | 0.00 | 03-31-2024 |