Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 3101 | $196,411 | 11,160 | 0.00 | 0.00 | -10,441 | -48.34 | 03-31-2024 |
AFFINITY WEALTH MANAGEMENT LLC | COM | 3102 | $196,394 | 11,159 | 0.00 | 0.00 | -1,801 | -13.90 | 03-31-2024 |
RMR WEALTH BUILDERS | COM | Liquidated | $196,286 | 11,153 | 0.00 | 0.00 | 11,153 | +Inf | 03-31-2024 |
GARRISON POINT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 11,146 | +Inf | 12-31-2023 |