Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALADIN ADVISORY GROUP LLC | COM | 1201 | $33,530 | 598 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 1202 | $32,887 | 583 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 570 | +Inf | 03-31-2024 | |
MONTAG A & ASSOCIATES INC | COM | 1204 | $32,664 | 570 | 0.00 | 0.00 | -300 | -34.48 | 03-31-2024 |