Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACT PARTNERSHIP WEALTH LLC | COM | 1301 | $222,498 | 486 | 0.00 | 0.00 | -266 | -35.37 | 12-31-2023 |
ALLSTATE CORP | EQU | 1302 | $234,963 | 484 | 0.00 | 0.08 | -5,161 | -91.43 | 03-31-2023 |
GSB WEALTH MANAGEMENT LLC | COM | 1303 | $221,122 | 483 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DRIVE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 477 | +Inf | 03-31-2024 |