Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CABOT WEALTH MANAGEMENT INC | COM | 4051 | $223,709 | 2,052 | 0.00 | 0.03 | 57 | 2.86 | 12-31-2023 |
AUA CAPITAL MANAGEMENT LLC | COM | 4052 | $270,629 | 2,051 | 0.00 | 0.00 | 21 | 1.03 | 03-31-2024 |
FIRETHORN WEALTH PARTNERS LLC | COM | 4053 | $270,495 | 2,050 | 0.00 | 0.00 | -6 | -0.29 | 03-31-2024 |
WADE FINANCIAL ADVISORY INC | COM | 4054 | $223,526 | 2,050 | 0.00 | 2,050 | +Inf | 12-31-2023 |