Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM | 701 | $34,510 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
IFP ADVISORS INC | re | Liquidated | $0 | 0 | 0.00 | 0.00 | -417 | -29.76 | 12-31-2023 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 703 | $38,121 | 971 | 0.00 | 971 | +Inf | 12-31-2023 | |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 1.07 | 03-31-2024 |