Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WR WEALTH PLANNERS LLC | REIT | 1801 | $16,850 | 319 | 0.00 | 0.00 | 8 | 2.57 | 06-30-2024 |
NEXT FINANCIAL GROUP INC | COM | 1802 | $21,000 | 312 | 0.00 | 0.00 | 9 | 2.97 | 06-30-2021 |
BAYSTATE WEALTH MANAGEMENT LLC | REIT | 1803 | $15,172 | 303 | 0.00 | 0.00 | -37 | -10.88 | 09-30-2023 |
ASPIRE PRIVATE CAPITAL LLC | COM | 1804 | $16,014 | 303 | 0.00 | 0.00 | 111 | 57.81 | 06-30-2024 |