Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 551 | $17,477 | 108 | 0.00 | 0.00 | 1 | 0.93 | 03-31-2024 |
PSI ADVISORS LLC | Common Stock | 552 | $16,199 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 553 | $16,051 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 554 | $10,000 | 93 | 0.00 | 0.01 | -508 | -84.53 | 06-30-2022 |