Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL PARTNERS GROUP LLC | COM | 1551 | $349,178 | 2,255 | 0.00 | 0.00 | 53 | 2.41 | 12-31-2023 |
BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | COM | 1552 | $362,739 | 2,245 | 0.00 | 0.00 | -296 | -11.65 | 03-31-2024 |
HARTLINE INVESTMENT CORP/ | COM | 1553 | $362,739 | 2,245 | 0.00 | 2,245 | +Inf | 03-31-2024 | |
BEACON FINANCIAL GROUP | COM | 1554 | $362,630 | 2,244 | 0.00 | 0.00 | -321 | -12.51 | 03-31-2024 |