Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM | 1451 | $9,000 | 36 | 0.00 | 0.00 | 4 | 12.50 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1452 | $8,851 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | 1453 | $8,851 | 35 | 0.00 | 0.00 | -50 | -58.82 | 03-31-2024 |
CLOSE ASSET MANAGEMENT LTD | COM | 1454 | $9,000 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |