Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 551 | $3,824 | 56 | 0.00 | 56 | +Inf | 09-30-2023 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BESSEMER GROUP INC | SC | 553 | $4,000 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
HOOVER FINANCIAL ADVISORS INC | COM | 554 | $4,000 | 51 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |