Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRENTICE WEALTH MANAGEMENT LLC | COM | 3001 | $479,612 | 5,372 | 0.00 | 0.00 | 1,192 | 28.52 | 06-30-2023 |
MIRADOR CAPITAL PARTNERS LP | COM | 3002 | $484,273 | 5,364 | 0.00 | 0.00 | 56 | 1.06 | 12-31-2023 |
NEUMANN CAPITAL MANAGEMENT LLC | COM | 3003 | $484,316 | 5,364 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEAN YIELD GROUP | Stock | 3004 | $482,961 | 5,349 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |