Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WATERWAY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,759 | +Inf | 03-31-2024 | |
WEST CHESTER CAPITAL ADVISORS INC | COM | 1102 | $429,337 | 2,746 | 0.00 | 0.00 | -50 | -1.79 | 09-30-2023 |
AVANTAX PLANNING PARTNERS INC | COM | 1103 | $474,115 | 2,724 | 0.00 | 0.00 | 42 | 1.57 | 12-31-2023 |
ZULLO INVESTMENT GROUP INC | COM | 1104 | $472,831 | 2,716 | 0.00 | 0.00 | 355 | 15.04 | 12-31-2023 |