Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -65 | -38.24 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 952 | $6,000 | 102 | 0.00 | 0.00 | -20 | -16.39 | 06-30-2022 |
ASSET DEDICATION LLC | Equities | 953 | $9,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAUREL WEALTH ADVISORS LLC | COM | 954 | $9,593 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |