Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOULDER WEALTH ADVISORS LLC | COM | 1001 | $2,000 | 70 | 0.00 | 70 | +Inf | 12-31-2022 | |
NBC SECURITIES INC | Stock | Liquidated | $0 | 0 | 0.00 | 65 | +Inf | 03-31-2024 | |
CAROLINA WEALTH ADVISORS LLC | Stock | 1003 | $1,561 | 60 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 59 | +Inf | 03-31-2024 |