Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 1251 | $12,000 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
CRANBROOK WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KIELY WEALTH ADVISORY GROUP INC | COM | 1253 | $16,439 | 67 | 0.00 | 67 | +Inf | 03-31-2024 | |
CAMBRIDGE TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 64 | +Inf | 12-31-2023 |