Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $11,549 | 150 | 0.00 | 0.00 | 150 | +Inf | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 2353 | $9,236 | 150 | 0.00 | 150 | +Inf | 12-31-2023 | |
TIDEMARK LLC | Common Stock | 2354 | $11,087 | 144 | 0.00 | 144 | +Inf | 03-31-2024 |