Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAUSET WEALTH MANAGEMENT LLC | COM | 301 | $12,000 | 1,000 | 0.01 | 1,000 | +Inf | 03-31-2022 | |
CHINA UNIVERSAL ASSET MANAGEMENT CO LTD | Common Stock | Liquidated | $0 | 0 | 0.01 | 0.00 | 77 | 8.77 | 03-31-2024 |
CUTLER GROUP LLC / CA | COM | 303 | $2,000 | 900 | 0.00 | 0.00 | -2,500 | -73.53 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 304 | $651 | 734 | 0.00 | 734 | +Inf | 12-31-2023 |