Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM SH BEN INT | 451 | $139,511 | 3,286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EMC CAPITAL MANAGEMENT | COM | 452 | $147,000 | 3,042 | 0.10 | 0.22 | -7,192 | -70.28 | 12-31-2023 |
HERITAGE WEALTH ADVISORS | COM | 453 | $127,350 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM SH BEN INT | 454 | $108,552 | 2,557 | 0.00 | 0.00 | 27 | 1.07 | 03-31-2024 |