Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1351 | $56,706 | 1,300 | 0.00 | 0.00 | -150 | -10.34 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1352 | $68,091 | 1,290 | 0.00 | 0.00 | 133 | 11.50 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1353 | $67,770 | 1,284 | 0.00 | 0.00 | 87 | 7.27 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | 1354 | $67,000 | 1,275 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |