Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUADRANT CAPITAL GROUP LLC | COM | 651 | $100,165 | 1,423 | 0.00 | 0.00 | 303 | 27.05 | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | COM | 652 | $96,576 | 1,372 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 653 | $85,242 | 1,211 | 0.00 | 0.00 | -48 | -3.81 | 03-31-2024 |
HILLTOP NATIONAL BANK | COM | 654 | $83,975 | 1,193 | 0.00 | 1,193 | +Inf | 03-31-2024 |