Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM | 601 | $3,000 | 70 | 0.00 | 0.00 | 40 | 133.33 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 602 | $3,871 | 69 | 0.00 | 0.00 | 59 | 590.00 | 12-31-2023 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 603 | $3,000 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 604 | $3,186 | 61 | 0.00 | 0.00 | -43 | -41.35 | 06-30-2023 |