Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HSBC HOLDINGS PLC | COM | 251 | $211,136 | 4,779 | 0.00 | 0.00 | -3,416 | -41.68 | 06-30-2024 |
FIRST AFFIRMATIVE FINANCIAL NETWORK | COM | 252 | $209,177 | 4,706 | 0.00 | 4,706 | +Inf | 06-30-2024 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 253 | $163,237 | 4,644 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 254 | $209,000 | 4,565 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |