Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERHART FINANCIAL GROUP INC | COM | Liquidated | $300,026 | 7,611 | 0.00 | 0.00 | 7,611 | +Inf | 03-31-2024 |
QUANTUM FINANCIAL ADVISORS LLC | COM | 1052 | $299,794 | 7,605 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STRATOS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 263 | 3.58 | 12-31-2023 |
WELCH & FORBES LLC | COM | 1054 | $274,740 | 7,600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |