Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 1901 | $16,105 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OAKWORTH CAPITAL INC | COMMON STOCK | 1902 | $15,987 | 85 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TRUE WEALTH DESIGN LLC | COM | 1903 | $17,509 | 85 | 0.00 | 0.00 | -703 | -89.21 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 1904 | $17,509 | 85 | 0.00 | 0.00 | -12 | -12.37 | 03-31-2024 |