Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 1251 | $3,910 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 1252 | $4,000 | 36 | 0.00 | 0.00 | 3 | 9.09 | 06-30-2021 |
BANK OF NEW HAMPSHIRE | COM | 1253 | $3,487 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1254 | $3,382 | 32 | 0.00 | 32 | +Inf | 03-31-2024 |