Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | SHS A | 401 | $10,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINTRUST CAPITAL ADVISORS LLC | SHS A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | SHS A | Liquidated | $0 | 0 | 0.00 | 0.00 | 117 | 66.86 | 03-31-2024 |
HARBOUR INVESTMENTS INC | SHS A | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 1.08 | 12-31-2023 |