Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEED WEALTH MANAGEMENT INC | COM | 1201 | $293,761 | 3,895 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
WESPAC ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 287 | 7.96 | 03-31-2024 |
MJP ASSOCIATES INC /ADV | COM | 1203 | $243,318 | 3,874 | 0.00 | 0.00 | 397 | 11.42 | 03-31-2024 |
EQUITABLE HOLDINGS INC | COM | 1204 | $243,263 | 3,873 | 0.00 | 3,873 | +Inf | 03-31-2024 |