Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORDASCO FINANCIAL NETWORK | COM | 401 | $5,000 | 100 | 0.00 | 100 | +Inf | 03-31-2022 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 94 | +Inf | 03-31-2024 | |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 92 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 404 | $2,985 | 87 | 0.00 | 0.00 | 38 | 77.55 | 03-31-2024 |