Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCORA ADVISORS LLC | COM | 951 | $23,484 | 400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GLOBAL RETIREMENT PARTNERS LLC | SH BEN INT | 952 | $23,865 | 378 | 0.00 | 0.00 | 45 | 13.51 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | SH BEN INT | 953 | $23,792 | 377 | 0.00 | 0.00 | 17 | 4.72 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | REIT | 954 | $33,000 | 375 | 0.00 | 0.00 | 10 | 2.74 | 12-31-2021 |