Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 1901 | $263,396 | 962 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MALAGA COVE CAPITAL LLC | COM | 1902 | $232,095 | 958 | 0.00 | 958 | +Inf | 03-31-2024 | |
COMERICA SECURITIESINC | COM | 1903 | $273,162 | 958 | 0.00 | 0.00 | -3,488 | -78.45 | 09-30-2023 |
FOUNDERS FINANCIAL ALLIANCE LLC | COM | 1904 | $231,079 | 954 | 0.00 | 0.00 | -254 | -21.03 | 03-31-2024 |