Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAUSET WEALTH MANAGEMENT LLC | COM | 3501 | $10,000 | 50 | 0.01 | 50 | +Inf | 03-31-2022 | |
LUMATURE WEALTH PARTNERS LLC | COM | 3502 | $10,558 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BLUME CAPITAL MANAGEMENT INC | COM | 3503 | $10,558 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LANSING STREET ADVISORS | Stock | 3504 | $10,347 | 49 | 0.00 | 0.00 | 30 | 157.89 | 06-30-2023 |