Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 1051 | $23,127 | 135 | 0.00 | 0.00 | 23 | 20.54 | 03-31-2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $14,312 | 131 | 0.00 | 0.00 | 131 | +Inf | 03-31-2023 |
HHM WEALTH ADVISORS LLC | COM | 1053 | $20,043 | 129 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ZIONS BANCORPORATION NA | Com | 1054 | $19,732 | 127 | 0.00 | 0.00 | -1 | -0.78 | 12-31-2023 |