Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POWER WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 385 | +Inf | 03-31-2024 | |
CABOT WEALTH MANAGEMENT INC | COM | 4152 | $202,691 | 385 | 0.00 | 0.04 | -125 | -24.51 | 12-31-2023 |
VERUS FINANCIAL PARTNERS INC | COM | 4153 | $207,268 | 384 | 0.00 | 0.00 | -28 | -6.80 | 09-30-2023 |
PINERIDGE ADVISORS LLC | COM | 4154 | $201,112 | 382 | 0.00 | 382 | +Inf | 12-31-2023 |