Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 751 | $85,684 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | Liquidated | $0 | 0 | 0.04 | 0.04 | -36 | -9.65 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -14 | -4.23 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | REIT | 754 | $72,633 | 310 | 0.00 | 310 | +Inf | 06-30-2023 |