Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZON FAMILY WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 1,969 | +Inf | 03-31-2024 | |
360 FINANCIAL INC | COM | 2452 | $559,826 | 1,969 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 2453 | $436,566 | 1,966 | 0.00 | 1,966 | +Inf | 06-30-2023 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 2454 | $528,155 | 1,965 | 0.00 | 0.00 | 98 | 5.25 | 09-30-2023 |