Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1851 | $161,260 | 1,398 | 0.00 | 0.00 | 11 | 0.79 | 09-30-2023 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 169 | 13.75 | 12-31-2023 |
BDO WEALTH ADVISORS LLC | COM | 1853 | $152,703 | 1,365 | 0.00 | 0.00 | 20 | 1.49 | 06-30-2023 |
NAPLES MONEY MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,362 | +Inf | 03-31-2024 |