Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 126 | +Inf | 03-31-2024 | |
GAME PLAN FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 125 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 1403 | $3,062 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCF ADVISORS LLC | COM | 1404 | $3,318 | 119 | 0.00 | 0.00 | 8 | 7.21 | 03-31-2024 |