Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 1351 | $132,000 | 3,082 | 0.01 | 0.01 | -52 | -1.66 | 06-30-2021 |
CGC FINANCIAL SERVICES LLC | COM | 1352 | $176,378 | 3,051 | 0.00 | 3,051 | +Inf | 12-31-2023 | |
BLUE TRUST INC | COM | 1353 | $208,072 | 3,038 | 0.00 | 0.00 | 1,553 | 104.58 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 1354 | $208,073 | 3,038 | 0.00 | 3,038 | +Inf | 03-31-2024 |