Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 5001 | $120,343 | 1,045 | 0.00 | 0.00 | -13 | -1.23 | 06-30-2024 |
MORTON BROWN FAMILY WEALTH LLC | Stock | 5002 | $121,152 | 1,042 | 0.00 | 0.00 | 323 | 44.92 | 03-31-2024 |
EMFO LLC | COM | 5003 | $117,078 | 1,017 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CANTON HATHAWAY LLC | COM | 5004 | $111,000 | 963 | 0.03 | 0.02 | 243 | 33.75 | 06-30-2024 |