Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPE INVESTMENT ADVISORY INC | COM | 2001 | $3,296 | 100 | 0.00 | 0.00 | -800 | -88.89 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 2003 | $3,885 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BALDWIN BROTHERS LLC/MA | COM | 2004 | $3,846 | 99 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |