Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFC FINANCIAL MANAGEMENT INC | COM | 1451 | $1,599 | 57 | 0.00 | 0.00 | 4 | 7.55 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 1452 | $1,461 | 54 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
VITALSTONE FINANCIAL LLC | Stock | 1453 | $1,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | Liquidated | $0 | 0 | 0.00 | 49 | +Inf | 03-31-2024 |