Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1501 | $2,892 | 57 | 0.00 | 0.00 | 1 | 1.79 | 09-30-2023 |
FSA WEALTH MANAGEMENT LLC | Equity | 1502 | $3,230 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IRON HORSE WEALTH MANAGEMENT LLC | CL A | 1503 | $3,230 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ORG PARTNERS LLC | TSN | Liquidated | $0 | 0 | 0.00 | 52 | +Inf | 03-31-2024 |