Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOISAND FITZGERALD TAMAYO LLC | COM | 2451 | $23,635 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIFESTEPS FINANCIAL INC | Stock | 2452 | $22,872 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
ST GERMAIN D J CO INC | Stock | 2453 | $22,872 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 03-31-2024 |