Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 3701 | $45,919 | 91 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HANSEATIC MANAGEMENT SERVICES INC | COM | 3702 | $53,694 | 90 | 0.00 | 0.00 | 1 | 1.12 | 12-31-2023 |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.02 | 82 | +Inf | 12-31-2023 | |
CLEAN YIELD GROUP | Stock | 3704 | $48,921 | 82 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |