Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 401 | $12,000 | 776 | 0.01 | 0.01 | 8 | 1.04 | 06-30-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 402 | $11,168 | 721 | 0.00 | 0.00 | 651 | 930.00 | 06-30-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CWM LLC | COM | 404 | $8,000 | 517 | 0.00 | 0.00 | 205 | 65.71 | 03-31-2024 |