Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 03-31-2024 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1952 | $1,066 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GAME PLAN FINANCIAL ADVISORS LLC | OEQ | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 03-31-2024 | |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1954 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |