Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 301 | $4,700 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
CWM LLC | COM | 302 | $4,000 | 1,865 | 0.00 | 0.00 | 782 | 72.21 | 03-31-2024 |
OSAIC HOLDINGS INC | COM | 303 | $1,321 | 1,501 | 0.00 | 0.00 | -115 | -7.12 | 12-31-2023 |
NAUSET WEALTH MANAGEMENT LLC | COM | 304 | $12,000 | 1,000 | 0.01 | 1,000 | +Inf | 03-31-2022 |