Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | CL A | 1151 | $4,603 | 401 | 0.00 | 0.00 | -72 | -15.22 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1152 | $4,456 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOOVER FINANCIAL ADVISORS INC | CL A | 1153 | $27,000 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
CARMICHAEL HILL & ASSOCIATES INC | CALL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |