Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENTINEL PENSION ADVISORS INC | COM | 5201 | $1,243,166 | 3,937 | 0.00 | 0.00 | 188 | 5.01 | 09-30-2023 |
DELOS WEALTH ADVISORS LLC | COM | 5202 | $1,289,654 | 3,935 | 0.00 | 0.00 | -225 | -5.41 | 09-30-2023 |
PORTFOLIO STRATEGIES INC | COM | 5203 | $1,478,217 | 3,931 | 0.00 | 0.00 | 565 | 16.79 | 12-31-2023 |
WINDHAM CAPITAL MANAGEMENT LLC | COM | 5204 | $1,336,619 | 3,925 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |