Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
C2C WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -31 | -4.92 | 03-31-2024 |
SHARKEY HOWES & JAVER | COM | 3752 | $295,121 | 597 | 0.00 | 0.00 | 33 | 5.85 | 03-31-2024 |
FIRST PERSONAL FINANCIAL SERVICES | COM | 3753 | $313,777 | 596 | 0.00 | 0.00 | -31 | -4.94 | 12-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 3754 | $304,000 | 595 | 0.09 | 0.10 | 0 | 0.00 | 03-31-2022 |