Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 451 | $2,181 | 328 | 0.00 | 0.00 | 4 | 1.23 | 03-31-2024 |
AVION WEALTH | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TRUVESTMENTS CAPITAL LLC | COM | 453 | $1,760 | 250 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PARALLEL ADVISORS LLC | Stock | 454 | $1,383 | 208 | 0.00 | 0.00 | -309 | -59.77 | 03-31-2024 |