Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | COM | 2001 | $5,925 | 62 | 0.00 | 0.00 | -274 | -81.55 | 03-31-2024 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 2002 | $5,734 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 03-31-2024 | |
PFS PARTNERS LLC | COM | 2004 | $5,734 | 60 | 0.00 | 60 | +Inf | 03-31-2024 |