Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONPOINT ADVISORY GROUP LLC | COM | 651 | $2,601 | 28 | 0.00 | 0.00 | 4 | 16.67 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 652 | $2,415 | 26 | 0.00 | 0.00 | -99 | -79.20 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 653 | $2,323 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 654 | $2,154 | 23 | 0.00 | 23 | +Inf | 09-30-2023 |