Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHERN FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 431 | +Inf | 12-31-2023 | |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 1402 | $149,090 | 430 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTH ALLIANCE | COM | Liquidated | $0 | 0 | 0.00 | 430 | +Inf | 12-31-2023 | |
FIRSTPURPOSE WEALTH LLC | COM | 1404 | $207,752 | 427 | 0.00 | 427 | +Inf | 09-30-2023 |