Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CNB BANK | COM | 301 | $1,385 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 302 | $1,316 | 475 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 303 | $0 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SJS INVESTMENT CONSULTING INC | COM | 304 | $1,108 | 400 | 0.00 | 400 | +Inf | 03-31-2024 |