Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CGC FINANCIAL SERVICES LLC | COM | 4251 | $25,825 | 685 | 0.00 | 685 | +Inf | 12-31-2023 | |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 4252 | $22,000 | 666 | 0.00 | 0.00 | -2 | -0.30 | 09-30-2023 |
LFA - LUGANO FINANCIAL ADVISORS SA | COM | 4253 | $24,694 | 655 | 0.00 | 0.00 | 565 | 627.78 | 12-31-2023 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 4254 | $27,274 | 650 | 0.00 | 0.00 | -334 | -33.94 | 03-31-2024 |