Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JW COLE ADVISORS INC | COM | 501 | $634,409 | 11,240 | 0.00 | 0.00 | -263 | -2.29 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 502 | $627,666 | 11,121 | 0.00 | 0.00 | -1,006 | -8.30 | 03-31-2024 |
PEDDOCK CAPITAL ADVISORS LLC | COM | 503 | $625,030 | 11,074 | 0.00 | 0.00 | -345 | -3.02 | 03-31-2024 |
OLD PORT ADVISORS | COM | 504 | $809,264 | 10,982 | 0.00 | 0.00 | -37 | -0.34 | 03-31-2023 |