Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFP FINANCIAL GROUP LLC | DAN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 502 | $1,000 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 503 | $1,406 | 123 | 0.00 | 123 | +Inf | 09-30-2022 | |
GRADIENT INVESTMENTS LLC | COM | 504 | $1,394 | 115 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |