Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | COM | 2101 | $6,492 | 354 | 0.00 | 354 | +Inf | 03-31-2024 | |
OPTIMUM INVESTMENT ADVISORS | COM | Liquidated | $6,419 | 350 | 0.00 | 0.00 | 350 | +Inf | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 2103 | $6,382 | 348 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ABLES IANNONE MOORE & ASSOCIATES INC | Stock | 2104 | $6,033 | 342 | 0.00 | 342 | +Inf | 12-31-2023 |