Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING LLC | 02-09-2024 | 12-31-2023 | 396 | 165,962,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INTL EQTY FACTOR | 651 | $981 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BRIGHTHOUSE FINL INC | COM | 652 | $953 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NOVAGOLD RES INC | COM NEW | 653 | $931 | 249 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 654 | $890 | 29 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
