Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAN YIELD GROUP | Stock | 901 | $13,383 | 67 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HOBBS GROUP ADVISORS LLC | COM | 902 | $12,983 | 65 | 0.00 | 65 | +Inf | 12-31-2023 | |
STEPH & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | COM | 904 | $12,384 | 62 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |