Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | 401 | $14,000 | 406 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 402 | $16,082 | 391 | 0.00 | 0.00 | -316 | -44.70 | 06-30-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM NEW | 403 | $14,372 | 330 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMERICAN PORTFOLIOS ADVISORS | COM NEW | 404 | $15,993 | 296 | 0.00 | 296 | +Inf | 06-30-2022 |