Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 1151 | $2,797 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCILRATH & ECK LLC | COM | 1152 | $2,084 | 19 | 0.00 | 0.00 | -1 | -5.00 | 06-30-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | 1153 | $1,974 | 18 | 0.00 | 0.00 | -3 | -14.29 | 06-30-2023 |
NEW MILLENNIUM GROUP LLC | COM | 1154 | $2,284 | 18 | 0.00 | 0.00 | -1 | -5.26 | 12-31-2023 |