Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 401 | $14,000 | 159 | 0.00 | 159 | +Inf | 09-30-2022 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 403 | $19,961 | 149 | 0.00 | 0.00 | 11 | 7.97 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 404 | $19,646 | 147 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |