Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRAZIER FINANCIAL ADVISORS LLC | SHS | 2551 | $53,469 | 171 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | SHS | 2552 | $52,218 | 167 | 0.00 | 0.00 | 131 | 363.89 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2553 | $53,203 | 166 | 0.00 | 0.00 | -24 | -12.63 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 2554 | $35,104 | 164 | 0.00 | 0.00 | -26 | -13.68 | 09-30-2023 |