Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 3151 | $18,202 | 143 | 0.00 | 0.00 | 100 | 232.56 | 03-31-2024 |
NVWM LLC | COM | 3152 | $16,976 | 141 | 0.00 | 0.00 | -2 | -1.40 | 09-30-2023 |
LIFESTEPS FINANCIAL INC | Stock | 3153 | $17,462 | 137 | 0.00 | 137 | +Inf | 03-31-2024 | |
NAPLES MONEY MANAGEMENT LLC | Stock | 3154 | $17,310 | 136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |