Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORTON BROWN FAMILY WEALTH LLC | Stock | 501 | $11,586 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HC FINANCIAL ADVISORS INC | COM | 502 | $10,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
SEMMAX FINANCIAL ADVISORS INC | COM | 503 | $6,271 | 93 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 504 | $6,060 | 92 | 0.00 | 0.00 | -15 | -14.02 | 09-30-2023 |