Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST AFFIRMATIVE FINANCIAL NETWORK | COM NEW | Liquidated | $2,583 | 11,009 | 0.00 | 0.00 | 11,009 | +Inf | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM NEW | 252 | $2,560 | 10,914 | 0.00 | 0.00 | -31 | -0.28 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM NEW | 253 | $4,000 | 10,800 | 0.00 | 10,800 | +Inf | 12-31-2023 | |
9258 WEALTH MANAGEMENT LLC | Stock | Liquidated | $2,440 | 10,400 | 0.00 | 0.00 | 10,400 | +Inf | 03-31-2024 |