Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROVE BANK & TRUST | COM | Liquidated | $0 | 0 | 0.00 | 233 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 502 | $5,000 | 223 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 503 | $758 | 202 | 0.00 | 0.00 | -36 | -15.13 | 03-31-2024 |
CREATIVE PLANNING | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 12-31-2023 |