Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK OF NEW HAMPSHIRE | COM NEW | 2351 | $157,210 | 3,517 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 2352 | $151,480 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALTA ADVISERS LTD | COM | Liquidated | $0 | 0 | 0.00 | 3,500 | +Inf | 03-31-2024 | |
RETIREMENT GROUP LLC | COM NEW | 2354 | $156,450 | 3,500 | 0.00 | 0.00 | 198 | 6.00 | 03-31-2024 |