Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 651 | $29,397 | 172 | 0.00 | 0.00 | -52 | -23.21 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 652 | $26,206 | 153 | 0.00 | 0.00 | -171 | -52.78 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 653 | $19,000 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 654 | $6,295 | 143 | 0.00 | 143 | +Inf | 09-30-2020 |