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 | -9 | -5.77 | 03-31-2024 |
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -49 | -25.79 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 1103 | $20,501 | 138 | 0.00 | 138 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 1104 | $15,117 | 128 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |