Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1601 | $8,000 | 156 | 0.00 | 0.00 | 12 | 8.33 | 06-30-2024 |
NEWSQUARE CAPITAL LLC | Stock | 1602 | $8,186 | 153 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 1603 | $8,025 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1604 | $6,300 | 150 | 0.00 | 0.00 | 74 | 97.37 | 09-30-2023 |