Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFP FINANCIAL GROUP LLC | CE | 1151 | $4,640 | 27 | 0.00 | 27 | +Inf | 03-31-2024 | |
TFC FINANCIAL MANAGEMENT INC | COM | 1152 | $4,297 | 25 | 0.00 | 0.00 | -23 | -47.92 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1153 | $3,773 | 24 | 0.00 | 0.00 | -6 | -20.00 | 03-31-2024 |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 84.62 | 12-31-2023 |