Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIFECTA CAPITAL ADVISORS LLC | COM | 4351 | $37,803 | 216 | 0.00 | 0.00 | -179 | -45.32 | 03-31-2024 |
RE DICKINSON INVESTMENT ADVISORS LLC | COM | 4352 | $36,000 | 210 | 0.02 | 0.02 | 1 | 0.48 | 12-31-2023 |
NAPLES MONEY MANAGEMENT LLC | Stock | 4353 | $36,586 | 209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BROMFIELD SNEIDER WEALTH ADVISORS | COM | 4354 | $36,227 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |