Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | COMMON STOCK | 3401 | $12,482 | 216 | 0.00 | 216 | +Inf | 03-31-2024 | |
ESL TRUST SERVICES LLC | COMMON STOCK | 3402 | $12,115 | 204 | 0.00 | 204 | +Inf | 06-30-2024 | |
KIELY WEALTH ADVISORY GROUP INC | Equity | 3403 | $10,575 | 200 | 0.00 | 200 | +Inf | 06-30-2024 | |
KIELY WEALTH ADVISORY GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 06-30-2024 |