Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 140 | 4.02 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 300 | 10.06 | 12-31-2023 |
COMPAGNIE LOMBARD ODIER SCMA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HHM WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,215 | 242.08 | 12-31-2023 |