Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 1301 | $23,896 | 416 | 0.00 | 0.00 | 42 | 11.23 | 06-30-2023 |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 410 | +Inf | 03-31-2024 | |
COMPASS WEALTH MANAGEMENT LLC | COM | 1304 | $24,068 | 406 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |