Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINER WEALTH MANAGEMENT INC | COM | 601 | $1,612,078 | 43,688 | 0.00 | 0.00 | 2,400 | 5.81 | 03-31-2024 |
D L CARLSON INVESTMENT GROUP INC | COM | 602 | $1,523,334 | 43,561 | 0.00 | 0.00 | -16,079 | -26.96 | 12-31-2023 |
ATRIA INVESTMENTS INC | COM | 603 | $1,460,196 | 43,404 | 0.00 | 0.00 | 184 | 0.43 | 09-30-2023 |
ETHIC INC | COM | 604 | $1,604,287 | 43,383 | 0.00 | 0.00 | 17,921 | 70.38 | 12-31-2023 |