Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACIMA PRIVATE WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 3752 | $6,699 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMELIORA WEALTH MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGEND FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 |