Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 1401 | $238,778 | 4,144 | 0.00 | 0.00 | 120 | 2.98 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 1402 | $238,259 | 4,135 | 0.00 | 0.00 | -779 | -15.85 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1403 | $237,164 | 4,116 | 0.00 | 0.00 | 1,561 | 61.10 | 03-31-2024 |
HOOVER FINANCIAL ADVISORS INC | COM | 1404 | $209,000 | 4,074 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2021 |