Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENTRY INVESTMENT MANAGEMENT LLC | Common | Liquidated | $0 | 0 | 0.06 | 958 | +Inf | 12-31-2023 | |
PLANNING CAPITAL MANAGEMENT CORP | COM | 1152 | $132,371 | 910 | 0.00 | 0.00 | 8 | 0.89 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1153 | $105,386 | 833 | 0.00 | 0.00 | 18 | 2.21 | 09-30-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -631 | -43.31 | 03-31-2024 |