Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | COM | 1451 | $39,464 | 49 | 0.00 | 0.00 | -27 | -35.53 | 12-31-2023 |
THOMAS J HERZFELD ADVISORS INC | COM PAR $0.001 | 1452 | $32,096 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ASSET DEDICATION LLC | Equities | 1453 | $40,000 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | REIT | 1454 | $37,965 | 46 | 0.00 | 0.00 | 3 | 6.98 | 03-31-2024 |