Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETARY MANAGEMENT GROUP INC | COM | 2701 | $54,810 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NAUSET WEALTH MANAGEMENT LLC | COM STK | 2702 | $41,000 | 1,000 | 0.03 | 1,000 | +Inf | 03-31-2022 | |
SOLSTEIN CAPITAL LLC | COM STK | 2703 | $58,300 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
JOHNSON FINANCIAL GROUP INC | COM STK | 2704 | $51,245 | 980 | 0.00 | 980 | +Inf | 12-31-2023 |