Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAUSET WEALTH MANAGEMENT LLC | CL A | 1201 | $9,000 | 260 | 0.01 | 260 | +Inf | 03-31-2022 | |
ANCORA ADVISORS LLC | COM | 1202 | $2,227 | 250 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1203 | $3,722 | 229 | 0.00 | 0.00 | 187 | 445.24 | 03-31-2024 |
FOCUSED WEALTH MANAGEMENT INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |