Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -347 | -18.60 | 12-31-2023 |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 779 | 106.42 | 03-31-2024 |
DEANE RETIREMENT STRATEGIES INC | COM | 903 | $151,348 | 1,507 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 904 | $145,000 | 1,400 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2023 |