Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 1251 | $1,547,756 | 3,768 | 0.00 | 0.00 | 26 | 0.69 | 03-31-2024 |
ARETE WEALTH ADVISORS LLC | COM | 1252 | $1,495,122 | 3,739 | 0.00 | 0.00 | 337 | 9.91 | 12-31-2023 |
ZEKE CAPITAL ADVISORS LLC | Stock | 1253 | $1,245,000 | 3,728 | 0.09 | 0.15 | -3,269 | -46.72 | 09-30-2022 |
ERN FINANCIAL LLC | COM | 1254 | $1,529,854 | 3,725 | 0.00 | 0.00 | 41 | 1.11 | 03-31-2024 |