Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HALPERN FINANCIAL INC | Stock | 3251 | $8,075 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 3252 | $8,018 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 3253 | $7,000 | 92 | 0.00 | 0.19 | -7,854 | -98.84 | 09-30-2023 |
C M BIDWELL & ASSOCIATES LTD | COM | 3254 | $7,000 | 91 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |