Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAYFLOWER FINANCIAL ADVISORS LLC | COM | 701 | $39,274 | 12,197 | 0.00 | 12,197 | +Inf | 03-31-2024 | |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 702 | $39,017 | 12,117 | 0.00 | 12,117 | +Inf | 03-31-2024 | |
ETHOS FINANCIAL GROUP LLC | COM | 703 | $39,000 | 12,000 | 0.01 | 12,000 | +Inf | 03-31-2024 | |
EIDELMAN VIRANT CAPITAL | COM | 704 | $103,000 | 12,000 | 0.08 | 0.07 | 0 | 0.00 | 09-30-2022 |