Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -16.00 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 1652 | $9,614 | 21 | 0.00 | 0.00 | -4 | -16.00 | 12-31-2023 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1654 | $10,083 | 20 | 0.00 | 0.00 | -24 | -54.55 | 09-30-2023 |