Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 801 | $6,435 | 849 | 0.00 | 0.00 | 70 | 8.99 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 830 | +Inf | 12-31-2023 | |
TCTC HOLDINGS LLC | COM | 803 | $5,160 | 800 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 804 | $5,913 | 780 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |