Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MENDEL MONEY MANAGEMENT | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 13 | 2.06 | 12-31-2023 |
MENDEL MONEY MANAGEMENT | COM | 1652 | $301,014 | 643 | 0.00 | 643 | +Inf | 12-31-2023 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1653 | $300,670 | 642 | 0.00 | 0.00 | -85 | -11.69 | 12-31-2023 |
WATERFRONT WEALTH INC | COM | 1654 | $312,814 | 641 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |