Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 551 | $76,451 | 1,507 | 0.00 | 0.00 | -22 | -1.44 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 552 | $64,677 | 1,478 | 0.00 | 1,478 | +Inf | 09-30-2022 | |
PRINCIPAL SECURITIES INC | COM | 553 | $74,102 | 1,461 | 0.00 | 0.00 | 138 | 10.43 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -35,896 | -96.26 | 03-31-2024 |