Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1401 | $39,000 | 1,342 | 0.01 | 0.01 | -271 | -16.80 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1402 | $38,969 | 1,335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1403 | $38,441 | 1,317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVION WEALTH | COM | 1404 | $39,000 | 1,307 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |