Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHARTER OAK CAPITAL MANAGEMENT LLC | COM | 3251 | $580,338 | 3,679 | 0.00 | 0.00 | -125 | -3.29 | 03-31-2024 |
ABACUS WEALTH PARTNERS LLC | COM | 3252 | $579,064 | 3,671 | 0.00 | 0.00 | 833 | 29.35 | 03-31-2024 |
HARA CAPITAL LLC | COM | 3253 | $578,441 | 3,667 | 0.00 | 0.00 | 411 | 12.62 | 03-31-2024 |
CAPITAL MARKET STRATEGIES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 248 | 7.27 | 03-31-2024 |