Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1101 | $9,000 | 48 | 0.00 | 0.00 | -20 | -29.41 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 18 | 62.07 | 03-31-2024 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1103 | $8,730 | 46 | 0.00 | 46 | +Inf | 03-31-2024 | |
SACHETTA LLC | COM | 1104 | $7,176 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |