Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 501 | $3,000 | 34 | 0.00 | 0.00 | -4 | -10.53 | 06-30-2021 |
ADIRONDACK TRUST CO | INDUSTRIALS | 502 | $262 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 12-31-2023 | |
ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |