Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUADRANT CAPITAL GROUP LLC | CL A | 1301 | $966 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | Class A Shares | 1302 | $2,000 | 52 | 0.00 | 52 | +Inf | 03-31-2022 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | CL A | 1304 | $574 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |