Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | ORD | 951 | $18,971 | 238 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 952 | $22,000 | 236 | 0.00 | 0.00 | 47 | 24.87 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 953 | $15,448 | 208 | 0.00 | 208 | +Inf | 12-31-2023 | |
BALDWIN BROTHERS LLC/MA | ORD | 954 | $18,950 | 205 | 0.00 | 0.00 | 4 | 1.99 | 03-31-2024 |