Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | COM | 501 | $39,000 | 1,417 | 0.01 | 0.04 | -21,651 | -93.86 | 03-31-2024 |
BANQUE CANTONALE VAUDOISE | COM | 502 | $33,000 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOOVER FINANCIAL ADVISORS INC | COM | 503 | $45,000 | 1,120 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 504 | $18,000 | 1,100 | 0.00 | 0.01 | -2,000 | -64.52 | 06-30-2023 |