Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NARUS FINANCIAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 920 | +Inf | 03-31-2024 | |
VOISARD ASSET MANAGEMENT GROUP INC | COM | 3002 | $177,358 | 919 | 0.00 | 0.00 | -20 | -2.13 | 03-31-2024 |
CABOT WEALTH MANAGEMENT INC | COM | 3003 | $236,940 | 909 | 0.00 | 909 | +Inf | 12-31-2023 | |
PROSPERITY FINANCIAL GROUP INC | COM | 3004 | $236,679 | 908 | 0.00 | 908 | +Inf | 12-31-2023 |