Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE WEALTH LLC | FOREIGN ORDINARIES | 3151 | $42,000 | 468 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2022 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 3152 | $40,762 | 468 | 0.00 | 468 | +Inf | 03-31-2024 | |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 3153 | $40,000 | 461 | 0.01 | 0.00 | 379 | 462.20 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | Common Stock | 3154 | $37,894 | 460 | 0.00 | 0.00 | 230 | 100.00 | 12-31-2023 |