Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 651 | $12,817 | 153 | 0.00 | 0.00 | 138 | 920.00 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 652 | $12,566 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGEND FINANCIAL ADVISORS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 03-31-2024 | |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |