Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 601 | $4,794 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 602 | $4,567 | 20 | 0.00 | 0.00 | 18 | 900.00 | 03-31-2024 |
MCILRATH & ECK LLC | COM | 603 | $4,109 | 18 | 0.00 | 18 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 17 | +Inf | 03-31-2024 |