Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 1451 | $91,183 | 232 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TFC FINANCIAL MANAGEMENT INC | COM | 1452 | $90,794 | 231 | 0.00 | 0.00 | 1 | 0.43 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 1453 | $73,035 | 231 | 0.00 | 0.00 | 230 | 23000.00 | 09-30-2023 |
COVESTOR LTD | COMMON | 1454 | $86,000 | 218 | 0.05 | 0.02 | 137 | 169.14 | 03-31-2024 |