Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARK SHEPTOFF FINANCIAL PLANNING LLC | CL B | 3651 | $27,577 | 254 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 3652 | $23,629 | 251 | 0.00 | 0.00 | -23 | -8.39 | 03-31-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 3653 | $26,600 | 245 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3654 | $22,858 | 243 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |