Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUMANKIND INVESTMENTS LLC | CL A | 1901 | $976,233 | 22,263 | 0.00 | 0.00 | 17,137 | 334.32 | 12-31-2023 |
ALERA INVESTMENT ADVISORS LLC | Stock | 1902 | $974,348 | 22,220 | 0.00 | 0.00 | -561 | -2.46 | 12-31-2023 |
KENNEDY INVESTMENT GROUP | CL A | 1903 | $959,298 | 22,129 | 0.00 | 0.00 | 51 | 0.23 | 03-31-2024 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1904 | $976,988 | 22,034 | 0.00 | 0.00 | -250 | -1.12 | 09-30-2023 |