Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CGC FINANCIAL SERVICES LLC | SHS | 3251 | $37,309 | 474 | 0.00 | 0.00 | -195 | -29.15 | 06-30-2024 |
MILESTONE WEALTH LLC | FOREIGN ORDINARIES | 3252 | $42,000 | 468 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2022 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 3253 | $36,000 | 461 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 3254 | $37,894 | 460 | 0.00 | 0.00 | 230 | 100.00 | 12-31-2023 |