Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RALEIGH CAPITAL MANAGEMENT INC | COM | 701 | $1,430 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BALDWIN BROTHERS LLC/MA | COM | 703 | $1,425 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 704 | $1,397 | 49 | 0.00 | 49 | +Inf | 03-31-2024 |