Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARAWAY FINANCIAL ADVISORS INC | COM | 2401 | $270,000 | 2,470 | 0.00 | 0.00 | 405 | 19.61 | 12-31-2023 |
ALPHA OMEGA WEALTH MANAGEMENT LLC | COM | 2402 | $260,508 | 2,456 | 0.00 | 0.00 | -188 | -7.11 | 03-31-2024 |
ABACUS WEALTH PARTNERS LLC | COM | 2403 | $259,023 | 2,442 | 0.00 | 0.00 | 178 | 7.86 | 03-31-2024 |
LODESTONE WEALTH MANAGEMENT LLC | COM | 2404 | $257,962 | 2,432 | 0.00 | 0.00 | -37 | -1.50 | 03-31-2024 |