Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -55 | -34.59 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 602 | $6,867 | 102 | 0.00 | 0.00 | 12 | 13.33 | 03-31-2024 |
TORONTO DOMINION BANK | COM | 603 | $6,386 | 102 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 604 | $6,732 | 100 | 0.00 | 100 | +Inf | 03-31-2024 |