Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAUSET WEALTH MANAGEMENT LLC | COM | 3701 | $17,000 | 80 | 0.01 | 80 | +Inf | 03-31-2022 | |
AMELIORA WEALTH MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 78 | +Inf | 12-31-2023 | |
KNOTT DAVID M JR | Common | 3703 | $20,000 | 77 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
HERITAGE WEALTH ADVISORS | COM | 3704 | $2,318 | 77 | 0.00 | 0.00 | -1,148 | -93.71 | 03-31-2024 |