Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKSTON FINANCIAL ADVISORY GROUP LLC | COM | 4151 | $313,012 | 3,131 | 0.00 | 0.25 | -154 | -4.69 | 12-31-2023 |
SECURED RETIREMENT ADVISORS LLC | COM | 4152 | $312,338 | 3,124 | 0.00 | 3,124 | +Inf | 12-31-2023 | |
BCK PARTNERS INC | COM | 4153 | $334,942 | 3,123 | 0.00 | 0.00 | 34 | 1.10 | 06-30-2023 |
AJOVISTA LLC | SHS | 4154 | $311,638 | 3,117 | 0.00 | 3,117 | +Inf | 12-31-2023 |