Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 5051 | $40,378 | 255 | 0.00 | 0.02 | 0 | 0.00 | 03-31-2024 |
KEENER FINANCIAL PLANNING LLC | COM | 5052 | $40,000 | 254 | 0.03 | 254 | +Inf | 12-31-2023 | |
CAROLINA WEALTH ADVISORS LLC | Stock | 5053 | $37,617 | 240 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SOLSTEIN CAPITAL LLC | COM | 5054 | $36,913 | 237 | 0.00 | 0.00 | -182 | -43.44 | 09-30-2023 |