Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 501 | $12,133 | 264 | 0.00 | 264 | +Inf | 06-30-2024 | |
COVESTOR LTD | COMMON | 502 | $13,000 | 261 | 0.01 | 0.01 | 1 | 0.38 | 06-30-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 503 | $12,000 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 504 | $11,129 | 232 | 0.00 | 0.00 | 174 | 300.00 | 06-30-2024 |