Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPSTONE WEALTH MANAGEMENT GROUP LLC | SHS | Liquidated | $0 | 0 | 0.00 | 2,450 | +Inf | 06-30-2024 | |
RIVER WEALTH ADVISORS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 2,447 | +Inf | 03-31-2024 | |
MEANS INVESTMENT CO INC | SHS | Liquidated | $0 | 0 | 0.00 | 2,445 | +Inf | 06-30-2024 | |
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 2,441 | +Inf | 06-30-2024 |