Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FINANCIAL MANAGEMENT INC | CL A | 1101 | $48,231 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BENJAMIN EDWARDS INC | CL A | 1102 | $46,000 | 152 | 0.01 | 0.01 | 5 | 3.40 | 03-31-2024 |
WELLINGTON SHIELDS & CO LLC | Stock | Liquidated | $45,216 | 150 | 0.00 | 0.00 | 150 | +Inf | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | CL A | 1104 | $45,216 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |