Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 851 | $43,000 | 500 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
ASSET DEDICATION LLC | Equities | 852 | $46,000 | 491 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 853 | $44,861 | 480 | 0.00 | 0.00 | -988 | -67.30 | 03-31-2024 |
ARTEMIS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -50 | -9.62 | 03-31-2024 |