Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERTIFIED ADVISORY CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 42 | 14.24 | 12-31-2023 |
HBC FINANCIAL SERVICES PLLC | Stock | 1752 | $18,000 | 333 | 0.01 | 0.01 | 12 | 3.74 | 03-31-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 1753 | $18,682 | 324 | 0.00 | 0.00 | 2 | 0.62 | 03-31-2024 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1754 | $14,000 | 316 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |