Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVEO CAPITAL PARTNERS LLC | COM | 3301 | $727,925 | 4,426 | 0.00 | 0.00 | 211 | 5.01 | 03-31-2024 |
RETIREMENT PLANNING GROUP LLC | COM | 3302 | $717,866 | 4,424 | 0.00 | 0.00 | 725 | 19.60 | 03-31-2024 |
ALTFEST L J & CO INC | COM | 3303 | $718,000 | 4,423 | 0.10 | 0.09 | 251 | 6.02 | 03-31-2024 |
WEALTH QUARTERBACK LLC | COM | 3304 | $717,024 | 4,419 | 0.00 | 0.00 | -262 | -5.60 | 03-31-2024 |