Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE WEALTH LLC | COMMON STOCK | 2651 | $14,000 | 196 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
HORIZON FINANCIAL SERVICES LLC | Stock | 2652 | $13,631 | 190 | 0.00 | 190 | +Inf | 03-31-2024 | |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 2653 | $13,181 | 184 | 0.00 | 0.01 | 2 | 1.10 | 03-31-2024 |
FWL INVESTMENT MANAGEMENT LLC | COM | 2654 | $10,679 | 165 | 0.00 | 165 | +Inf | 09-30-2023 |