Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Stock | 851 | $3,972 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 852 | $4,495 | 50 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -12.28 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |