Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | SHS | 3101 | $33,728 | 387 | 0.00 | 0.00 | 58 | 17.63 | 03-31-2024 |
TUCKER ASSET MANAGEMENT LLC | SHS | 3102 | $34,007 | 386 | 0.00 | 0.00 | -15 | -3.74 | 06-30-2023 |
TRIBUTARY CAPITAL MANAGEMENT LLC | COM | 3103 | $32,594 | 374 | 0.00 | 374 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 3104 | $28,990 | 369 | 0.00 | 0.00 | 11 | 3.07 | 09-30-2023 |