Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARDINAL STRATEGIC WEALTH GUIDANCE | COM | 3201 | $751,218 | 4,630 | 0.00 | 0.00 | -777 | -14.37 | 03-31-2024 |
BARRY INVESTMENT ADVISORS LLC | COM | 3202 | $674,067 | 4,621 | 0.00 | 0.20 | -34 | -0.73 | 09-30-2023 |
ABACUS WEALTH PARTNERS LLC | COM | 3203 | $749,623 | 4,620 | 0.00 | 0.00 | 89 | 1.96 | 03-31-2024 |
O'KEEFE STEVENS ADVISORY INC | COM | 3204 | $748,946 | 4,616 | 0.00 | 0.00 | 1,908 | 70.46 | 03-31-2024 |