Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 501 | $5,510 | 193 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 502 | $5,891 | 176 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 503 | $5,422 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 504 | $5,054 | 151 | 0.00 | 151 | +Inf | 03-31-2024 |