Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IRON HORSE WEALTH MANAGEMENT LLC | SHS | 3401 | $11,334 | 144 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
STEPHENS CONSULTING LLC | SHS | 3402 | $11,020 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BALDWIN BROTHERS LLC/MA | SHS | 3403 | $11,019 | 140 | 0.00 | 0.00 | 8 | 6.06 | 06-30-2024 |
FAIRFIELD FINANCIAL ADVISORS LTD | FOREIGN ORDINARIES | 3404 | $10,626 | 135 | 0.00 | 135 | +Inf | 06-30-2024 |