Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRAIRIEVIEW PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 802 | $2,394 | 30 | 0.00 | 0.00 | -8 | -21.05 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 803 | $2,394 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HEXAGON CAPITAL PARTNERS LLC | Stock | Liquidated | $2,234 | 28 | 0.00 | 0.00 | 28 | +Inf | 03-31-2024 |