Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 2351 | $10,751 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 2352 | $9,605 | 34 | 0.00 | 0.00 | 34 | +Inf | 03-31-2024 |
ACIMA PRIVATE WEALTH LLC | Stock | 2353 | $8,309 | 32 | 0.00 | 32 | +Inf | 12-31-2023 | |
NAUSET WEALTH MANAGEMENT LLC | COM | 2354 | $7,000 | 30 | 0.01 | 30 | +Inf | 03-31-2022 |