Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 701 | $7,897 | 61 | 0.00 | 0.00 | 13 | 27.08 | 03-31-2024 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 702 | $6,872 | 60 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 703 | $5,377 | 55 | 0.00 | 55 | +Inf | 12-31-2023 | |
SUNBELT SECURITIES INC | Stock | 704 | $6,732 | 52 | 0.00 | 0.00 | 2 | 4.00 | 03-31-2024 |