Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | REIT | 501 | $2,000 | 210 | 0.00 | 0.00 | -166 | -44.15 | 06-30-2022 |
HOOVER FINANCIAL ADVISORS INC | COM | 502 | $4,000 | 210 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
MAIN STREET GROUP LTD | Unit | 503 | $3,147,000 | 204 | 0.00 | 204 | +Inf | 12-31-2023 | |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 504 | $3,067 | 178 | 0.00 | 178 | +Inf | 03-31-2024 |