Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOCUSED WEALTH MANAGEMENT INC | COM | 3751 | $85,328 | 775 | 0.00 | 0.00 | -138 | -15.12 | 12-31-2023 |
O'BRIEN WEALTH PARTNERS LLC | COM | 3752 | $86,154 | 758 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 3753 | $85,245 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 3754 | $82,000 | 718 | 0.01 | 0.02 | -163 | -18.50 | 03-31-2024 |