Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 801 | $5,846 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 64 | 355.56 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 803 | $6,000 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 804 | $5,408 | 79 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |