Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRIEDENTHAL FINANCIAL | COM | Liquidated | $0 | 0 | 0.00 | 120 | +Inf | 03-31-2024 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 852 | $48,478 | 118 | 0.00 | 0.01 | -3 | -2.48 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 6.67 | 03-31-2024 |
ST GERMAIN D J CO INC | Stock | 854 | $45,191 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |