Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAY HARBOR WEALTH MANAGEMENT LLC | Common Stock | 651 | $61,275 | 2,329 | 0.00 | 0.00 | -6 | -0.26 | 06-30-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 652 | $54,885 | 2,094 | 0.00 | 0.00 | -122 | -5.51 | 06-30-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 2,027 | +Inf | 06-30-2024 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 654 | $52,901 | 2,018 | 0.00 | 0.00 | -146 | -6.75 | 06-30-2024 |