Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 3351 | $32,000 | 281 | 0.00 | 0.00 | 181 | 181.00 | 06-30-2023 |
JNBA FINANCIAL ADVISORS | COM | 3352 | $45,419 | 280 | 0.00 | 0.00 | -150 | -34.88 | 06-30-2024 |
CORDASCO FINANCIAL NETWORK | COM | 3353 | $31,000 | 279 | 0.02 | 0.00 | 237 | 564.29 | 03-31-2022 |
MILESTONE WEALTH LLC | COMMON STOCK | 3354 | $21,000 | 277 | 0.02 | 0.04 | -100 | -26.53 | 06-30-2022 |