Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL CONNECTIONS GROUP INC | COM | 2401 | $19,000 | 75 | 0.02 | 0.02 | -16 | -17.58 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 2402 | $20,535 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 74 | +Inf | 12-31-2023 | |
LIFESTEPS FINANCIAL INC | Stock | 2404 | $17,443 | 72 | 0.00 | 72 | +Inf | 03-31-2024 |