Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHER INVESTMENT CORP | COM | 651 | $2,728 | 69 | 0.00 | 69 | +Inf | 03-31-2024 | |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 68 | +Inf | 03-31-2024 | |
BOURGEON CAPITAL MANAGEMENT LLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 66 | +Inf | 03-31-2024 | |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | SPON ADR NEW | Liquidated | $2,205 | 56 | 0.00 | 0.00 | 56 | +Inf | 03-31-2024 |