Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 151 | $91,242 | 5,092 | 0.00 | 0.00 | 76 | 1.52 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | CEF | Liquidated | $0 | 0 | 0.00 | 3,588 | +Inf | 03-31-2024 | |
ALLSQUARE WEALTH MANAGEMENT LLC | CEF | 153 | $62,720 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | CEF | 154 | $49,280 | 2,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |