Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 1001 | $11,241,654 | 14,450 | 0.00 | 0.00 | 1,034 | 7.71 | 03-31-2024 |
WESPAC ADVISORS SOCAL LLC | COM | 1002 | $11,239,966 | 14,448 | 0.00 | 0.00 | 565 | 4.07 | 03-31-2024 |
CONNECTUS WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,441 | -9.09 | 03-31-2024 |
WESTEND CAPITAL MANAGEMENT LLC | COM | 1004 | $11,169,950 | 14,358 | 0.00 | 14,358 | +Inf | 03-31-2024 |