Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 701 | $198,436 | 2,272 | 0.00 | 0.00 | 40 | 1.79 | 03-31-2024 |
CUTLER GROUP LLC / CA | Call | 702 | $9,000 | 2,200 | 0.00 | 0.01 | -6,000 | -73.17 | 03-31-2024 |
WEALTH ALLIANCE | COM | 703 | $210,678 | 2,185 | 0.00 | 0.00 | -249 | -10.23 | 12-31-2023 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 704 | $208,555 | 2,163 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |