Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1851 | $21,690 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 1852 | $26,110 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
COMPASS WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -250 | -20.00 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 1854 | $22,240 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |