Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 451 | $4,959 | 37 | 0.00 | 0.00 | 2 | 5.71 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 36 | +Inf | 03-31-2024 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 453 | $4,825 | 36 | 0.00 | 0.00 | -11 | -23.40 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $4,825 | 36 | 0.00 | 0.00 | 36 | +Inf | 03-31-2024 |