Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUTS & GREENLEIGH GROUP INC | COM | 3151 | $596,556 | 5,472 | 0.00 | 0.00 | 40 | 0.74 | 12-31-2023 |
SYNTEGRA PRIVATE WEALTH GROUP LLC | COM | 3152 | $596,230 | 5,469 | 0.00 | 0.00 | 140 | 2.63 | 12-31-2023 |
BOURNE LENT ASSET MANAGEMENT INC | COM | 3153 | $721,371 | 5,467 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | COM | 3154 | $606,418 | 5,466 | 0.00 | 0.31 | -1,998 | -26.77 | 12-31-2022 |