Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 2251 | $94,085 | 576 | 0.00 | 0.00 | -38 | -6.19 | 03-31-2024 |
KOESTEN HIRSCHMANN & CRABTREE INC | COM | 2252 | $76,423 | 574 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 2253 | $69,000 | 573 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |
LEE FINANCIAL CO | COM | 2254 | $67,886 | 565 | 0.00 | 0.00 | 66 | 13.23 | 09-30-2023 |