Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -500 | -51.02 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 460 | +Inf | 03-31-2024 | |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 953 | $15,714 | 450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 954 | $17,291 | 426 | 0.00 | 0.00 | 249 | 140.68 | 03-31-2024 |