Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | 1451 | $49,000 | 394 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SEMMAX FINANCIAL ADVISORS INC | COM | 1452 | $48,675 | 392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HAZLETT BURT & WATSON INC | COM | 1453 | $50,000 | 381 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1454 | $42,431 | 378 | 0.00 | 0.00 | -124 | -24.70 | 12-31-2023 |