Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAUSET WEALTH MANAGEMENT LLC | CAP STK CL A | 5351 | $1,927,000 | 693 | 1.53 | 693 | +Inf | 03-31-2022 | |
HARVEST GROUP WEALTH MANAGEMENT LLC | Stock | 5352 | $71,574 | 690 | 0.00 | 0.05 | -50 | -6.76 | 03-31-2023 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | CAP STK CL A | 5353 | $102,935 | 682 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEPH & CO | CAP STK CL A | 5354 | $102,934 | 682 | 0.00 | 0.00 | 239 | 53.95 | 03-31-2024 |