Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFG ADVISORY LLC | COM | 1251 | $1,566,037 | 3,813 | 0.00 | 0.00 | -4 | -0.10 | 03-31-2024 |
NEW HAMPSHIRE TRUST | Equities | 1252 | $1,551,365 | 3,777 | 0.00 | 0.00 | -50 | -1.31 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1253 | $1,547,756 | 3,768 | 0.00 | 0.00 | 26 | 0.69 | 03-31-2024 |
ARETE WEALTH ADVISORS LLC | COM | 1254 | $1,495,122 | 3,739 | 0.00 | 0.00 | 337 | 9.91 | 12-31-2023 |