Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM NEW | 301 | $21,220 | 2,456 | 0.00 | 2,456 | +Inf | 03-31-2024 | |
AMALGAMATED BANK | COM | 302 | $18,000 | 2,062 | 0.00 | 0.00 | -3,265 | -61.29 | 03-31-2024 |
BALDWIN BROTHERS LLC/MA | COM NEW | 303 | $17,500 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM NEW | 304 | $14,703 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |