Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 3051 | $245,620 | 1,000 | 0.00 | 0.00 | -466 | -31.79 | 12-31-2023 |
WHITE KNIGHT STRATEGIC WEALTH ADVISORS LLC | COM | 3052 | $204,620 | 1,000 | 0.00 | 0.26 | -12 | -1.19 | 06-30-2023 |
MECHANICS FINANCIAL CORP | COM | 3053 | $245,620 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PASADENA PRIVATE WEALTH LLC | COM | 3054 | $245,620 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |