Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 351 | $8,000 | 375 | 0.00 | 0.00 | -651 | -63.45 | 12-31-2021 |
GLASSMAN WEALTH SERVICES | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 353 | $9,877 | 365 | 0.00 | 0.00 | 54 | 17.36 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | CL B | 354 | $9,614 | 355 | 0.00 | 0.00 | -12 | -3.27 | 03-31-2024 |