Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 1501 | $7,961 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY BRIDGE LLC | COM | 1502 | $7,961 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1503 | $7,656 | 56 | 0.00 | 56 | +Inf | 12-31-2023 | |
FOCUSED WEALTH MANAGEMENT INC | COM | 1504 | $7,525 | 55 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |