Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 351 | $5,720 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | COM | 352 | $5,720 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BBVA USA | COM | 353 | $8,000 | 194 | 0.00 | 0.00 | -12 | -5.83 | 09-30-2021 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |