Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH ADVISORS LLC | COM | 1951 | $224,728 | 869 | 0.00 | 0.00 | -57 | -6.16 | 09-30-2023 |
CRA FINANCIAL SERVICES LLC | COM | 1952 | $214,906 | 868 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DRIVE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -73 | -7.80 | 03-31-2024 |
SALZHAUER MICHAEL | COM | 1954 | $213,302 | 862 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |