Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1201 | $56,532 | 412 | 0.00 | 0.00 | 359 | 677.36 | 12-31-2023 |
RIGGS ASSET MANAGMENT CO INC | COM | 1202 | $58,758 | 404 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 1203 | $58,238 | 400 | 0.00 | 0.00 | -1 | -0.25 | 03-31-2024 |
AM SQUARED LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -500 | -55.56 | 03-31-2024 |