Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 41 | +Inf | 03-31-2024 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 953 | $3,906 | 38 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VISIONPOINT ADVISORY GROUP LLC | COM | 954 | $4,916 | 38 | 0.00 | 0.00 | 2 | 5.56 | 03-31-2024 |