Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MD FINANCIAL MANAGEMENT INC | SHS | 3251 | $26,000 | 210 | 0.00 | 0.00 | 105 | 100.00 | 09-30-2021 |
SOA WEALTH ADVISORS LLC | Stock | 3252 | $17,953 | 206 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KIELY WEALTH ADVISORY GROUP INC | SHS | 3253 | $16,144 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
AVALON TRUST CO | SHS | 3254 | $17,430 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |