Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENJAMIN F EDWARDS & COMPANY INC | COM | 301 | $3,000 | 153 | 0.00 | 0.00 | -1,000 | -86.73 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 302 | $3,084 | 152 | 0.00 | 0.00 | 12 | 8.57 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 303 | $2,536 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 304 | $2,333 | 115 | 0.00 | 0.00 | -16 | -12.21 | 03-31-2024 |