Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 3051 | $22,198 | 93 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NEWTON ONE INVESTMENTS LLC | COM | 3052 | $21,467 | 90 | 0.00 | 0.00 | 1 | 1.12 | 06-30-2024 |
GLEN EAGLE ADVISORS LLC | AUTOMATIC DATA PROCESSING IN | 3053 | $11,932 | 87 | 0.00 | 87 | +Inf | 03-31-2020 | |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 86 | +Inf | 06-30-2024 |