Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESPAC ADVISORS LLC | COM | 1901 | $295,595 | 1,496 | 0.00 | 0.00 | -648 | -30.22 | 03-31-2024 |
STRATOS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -0.40 | 03-31-2024 |
ACCREDITED INVESTORS INC | NEW COM | 1903 | $321,819 | 1,491 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRIO WEALTH LIMITED PARTNERSHIP | COM | 1904 | $321,878 | 1,491 | 0.00 | 0.00 | -42 | -2.74 | 12-31-2023 |