Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 551 | $21,000 | 209 | 0.00 | 0.00 | -41 | -16.40 | 03-31-2024 |
FIFTH THIRD BANCORP | COM | 552 | $18,059 | 173 | 0.00 | 0.00 | 21 | 13.82 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 553 | $17,824 | 171 | 0.00 | 0.00 | -14 | -7.57 | 03-31-2024 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 554 | $17,642 | 169 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |