Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KWB WEALTH | COM | Liquidated | $214,793 | 1,710 | 0.00 | 0.00 | 1,710 | +Inf | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.02 | 906 | 114.11 | 12-31-2023 |
FINGERLAKES WEALTH MANAGEMENT INC | COM | 3253 | $213,026 | 1,696 | 0.00 | 1,696 | +Inf | 03-31-2024 | |
ARISTON SERVICES GROUP | COM | 3254 | $211,778 | 1,686 | 0.00 | 1,686 | +Inf | 03-31-2024 |