Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JEFFERIES FINANCIAL GROUP INC | CL A | Liquidated | $0 | 0 | 0.00 | 1,887 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1302 | $485,234 | 1,886 | 0.00 | 0.00 | 410 | 27.78 | 06-30-2024 |
RETIREMENT PLANNING CO OF NEW ENGLAND INC | CL A | 1303 | $483,963 | 1,881 | 0.00 | 0.00 | -183 | -8.87 | 06-30-2024 |
RDA FINANCIAL NETWORK | CL A | 1304 | $483,719 | 1,880 | 0.00 | 0.00 | -43 | -2.24 | 06-30-2024 |