Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEROLD ADVISORS INC | COM | 2301 | $473,247 | 972 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 2302 | $426,763 | 969 | 0.00 | 0.00 | 21 | 2.22 | 06-30-2023 |
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 2303 | $587,895 | 968 | 0.00 | 0.00 | -12 | -1.22 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 2304 | $285,444 | 968 | 0.00 | 0.01 | 300 | 44.91 | 12-31-2022 |