Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 2801 | $298,180 | 6,800 | 0.00 | 0.00 | -59 | -0.86 | 12-31-2023 |
KURE ADVISORY LLC | CL A | 2802 | $297,373 | 6,782 | 0.00 | 0.00 | 61 | 0.91 | 12-31-2023 |
D'ORAZIO & ASSOCIATES INC | CL A | 2803 | $281,560 | 6,776 | 0.00 | 6,776 | +Inf | 06-30-2023 | |
CLARAPHI ADVISORY NETWORK LLC | CL A | 2804 | $317,000 | 6,773 | 0.09 | 0.20 | -4,801 | -41.48 | 03-31-2022 |