Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 58 | +Inf | 03-31-2024 | |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 752 | $6,969 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 753 | $7,379 | 57 | 0.00 | 0.00 | -70 | -55.12 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 11.76 | 12-31-2023 |