Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 1751 | $99,099 | 635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1752 | $98,531 | 631 | 0.00 | 0.00 | -78 | -11.00 | 03-31-2024 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 1753 | $96,867 | 620 | 0.00 | 0.00 | 3 | 0.49 | 03-31-2024 |
RISE ADVISORS LLC | 0 | 1754 | $82,965 | 610 | 0.00 | 0.00 | -80 | -11.59 | 12-31-2023 |