Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAIRWAY WEALTH LLC | Stock | 3601 | $23,779 | 43 | 0.00 | 43 | +Inf | 06-30-2024 | |
KIELY WEALTH ADVISORY GROUP INC | Equity | 3602 | $25,125 | 42 | 0.00 | 42 | +Inf | 06-30-2024 | |
MAIN STREET GROUP LTD | COMMON STOCK | 3603 | $22,292,000 | 42 | 0.01 | 42 | +Inf | 12-31-2023 | |
KIELY WEALTH ADVISORY GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 42 | +Inf | 06-30-2024 |