Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREWE ADVISORS LLC | COM | 551 | $8,036 | 91 | 0.00 | 91 | +Inf | 12-31-2023 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 552 | $6,990 | 85 | 0.00 | 0.00 | -41 | -32.54 | 03-31-2024 |
MCCLARREN FINANCIAL ADVISORS INC | COM | 553 | $1,000 | 83 | 0.00 | 0.00 | 82 | 8200.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 554 | $6,616 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |