Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 2851 | $23,769 | 520 | 0.00 | 0.01 | 520 | +Inf | 12-31-2022 |
BROMFIELD SNEIDER WEALTH ADVISORS | COM | 2852 | $22,639 | 519 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD TRUST LLC | COM | 2853 | $21,984 | 504 | 0.00 | 504 | +Inf | 03-31-2024 | |
NAPLES MONEY MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 03-31-2024 |