Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITHFIELD TRUST CO | CL A | 1701 | $93,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | CL A | 1702 | $83,260 | 576 | 0.00 | 0.00 | 107 | 22.81 | 09-30-2023 |
GLOBAL RETIREMENT PARTNERS LLC | CL A | 1703 | $85,701 | 556 | 0.00 | 0.00 | -41 | -6.87 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | CL A | 1704 | $84,771 | 550 | 0.00 | 0.00 | 104 | 23.32 | 03-31-2024 |