Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1401 | $59,464 | 450 | 0.00 | 0.00 | 315 | 233.33 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM | 1402 | $54,254 | 446 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOSTER DYKEMA CABOT & PARTNERS LLC | Common Stock | 1403 | $56,194 | 425 | 0.00 | 425 | +Inf | 03-31-2024 | |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1404 | $48,000 | 425 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |