Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LITTLE HOUSE CAPITAL LLC | COM | 851 | $2,688,915 | 23,708 | 0.00 | 0.00 | 8,809 | 59.12 | 03-31-2024 |
SPINNAKER TRUST | Equities | 852 | $2,287,550 | 23,688 | 0.00 | 0.00 | 892 | 3.91 | 09-30-2023 |
SARA-BAY FINANCIAL | Com | 853 | $2,686,129 | 23,658 | 0.00 | 0.00 | 2,000 | 9.23 | 03-31-2024 |
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 854 | $2,676,129 | 23,595 | 0.00 | 0.00 | -746 | -3.06 | 03-31-2024 |