Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWIN FOCUS CAPITAL PARTNERS LLC | COM | 3201 | $468,668 | 804 | 0.00 | 0.00 | 90 | 12.61 | 12-31-2023 |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | 3202 | $468,668 | 804 | 0.00 | 0.00 | 80 | 11.05 | 12-31-2023 |
MOTIVE WEALTH ADVISORS | COM | 3203 | $623,146 | 801 | 0.00 | 0.00 | 285 | 55.23 | 03-31-2024 |
DIAMANT ASSET MANAGEMENT INC | Stock | 3204 | $622,368 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |