Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM | 1151 | $5,000 | 50 | 0.00 | 0.00 | 25 | 100.00 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1152 | $3,537 | 46 | 0.00 | 0.00 | 1 | 2.22 | 09-30-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 1153 | $4,829 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1154 | $3,967 | 45 | 0.00 | 45 | +Inf | 12-31-2023 |