Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 722 | +Inf | 12-31-2023 | |
CLEAR PERSPECTIVE ADVISORS LLC | COM NEW | 1952 | $257,000 | 715 | 0.08 | 715 | +Inf | 12-31-2021 | |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM NEW | 1953 | $711,000 | 715 | 0.05 | 0.04 | 5 | 0.70 | 09-30-2021 |
ADVISORNET FINANCIAL INC | Stock | 1954 | $284,152 | 712 | 0.00 | 0.00 | -8 | -1.11 | 03-31-2024 |