Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CABOT WEALTH MANAGEMENT INC | COM | 3451 | $442,707 | 2,968 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2023 |
JOULE FINANCIAL LLC | COM | 3452 | $499,958 | 2,965 | 0.00 | 0.00 | 378 | 14.61 | 09-30-2023 |
BETTER MONEY DECISIONS LLC | COM | 3453 | $441,812 | 2,962 | 0.00 | 0.00 | 95 | 3.31 | 12-31-2023 |
SUMMITRY LLC | COM | 3454 | $441,610 | 2,961 | 0.00 | 0.00 | 563 | 23.48 | 12-31-2023 |