Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDERS FINANCIAL SECURITIES LLC | COM NEW | 51 | $146,328 | 20,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BANK OF AMERICA CORP /DE/ | COM NEW | 52 | $127,203 | 18,069 | 0.00 | 0.00 | -3,212 | -15.09 | 12-31-2023 |
RAYMOND JAMES & ASSOCIATES | COM NEW | 53 | $128,442 | 17,643 | 0.00 | 0.00 | -378 | -2.10 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |