Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTIMUM INVESTMENT ADVISORS | COM | 1001 | $88,938 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1002 | $84,458 | 570 | 0.00 | 0.00 | 92 | 19.25 | 03-31-2024 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $83,009 | 560 | 0.00 | 0.00 | 560 | +Inf | 03-31-2024 |
QUENT CAPITAL LLC | Stock | 1004 | $82,861 | 559 | 0.00 | 0.00 | 37 | 7.09 | 03-31-2024 |