Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM | 751 | $5,000 | 26 | 0.00 | 0.00 | 6 | 30.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 66.67 | 12-31-2023 |
STEWARD FINANCIAL GROUP LLC | COM | 753 | $3,000 | 25 | 0.00 | 0.00 | 14 | 127.27 | 03-31-2023 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $4,682 | 24 | 0.00 | 0.00 | 24 | +Inf | 03-31-2024 |