Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1151 | $507 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 31 | +Inf | 12-31-2023 | |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1153 | $461 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
WOLFF WIESE MAGANA LLC | COM | 1154 | $461 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |