Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1102 | $996 | 18 | 0.00 | 0.00 | 1 | 5.88 | 09-30-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 1103 | $1,087 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DINUZZO PRIVATE WEALTH INC | COM | 1104 | $1,087 | 18 | 0.00 | 18 | +Inf | 03-31-2024 |