Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 601 | $2,000 | 37 | 0.00 | 37 | +Inf | 06-30-2021 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 602 | $2,000 | 30 | 0.00 | 0.00 | -50 | -62.50 | 06-30-2022 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 27 | +Inf | 06-30-2024 | |
JFS WEALTH ADVISORS LLC | COM | 604 | $1,469 | 27 | 0.00 | 0.00 | 3 | 12.50 | 06-30-2024 |