Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PSI ADVISORS LLC | Common Stock | 751 | $45,451 | 3,010 | 0.00 | 0.00 | 715 | 31.15 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | Liquidated | $0 | 0 | 0.01 | 0.02 | -2,356 | -44.56 | 12-31-2023 |
BALDWIN BROTHERS LLC/MA | COM | 753 | $43,186 | 2,860 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
USCA RIA LLC | COM | 754 | $445,000 | 2,675 | 0.03 | 0.03 | 550 | 25.88 | 06-30-2021 |