Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEWINDS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,773 | +Inf | 12-31-2021 | |
BEAUMONT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -17 | -0.45 | 03-31-2024 |
INSIGHT FOLIOS INC | COM | 1603 | $302,744 | 3,729 | 0.00 | 0.00 | -328 | -8.08 | 03-31-2024 |
LINSCOMB WEALTH INC | COM | 1604 | $301,097 | 3,709 | 0.00 | 0.00 | -826 | -18.21 | 03-31-2024 |