Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
C2C WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -765 | -3.74 | 03-31-2024 |
IGNITE PLANNERS LLC | COM | 952 | $760,376 | 19,562 | 0.00 | 0.00 | -3,790 | -16.23 | 03-31-2024 |
ASPEN INVESTMENT MANAGEMENT INC | COM | 953 | $757,000 | 19,415 | 0.38 | 0.38 | -150 | -0.77 | 03-31-2024 |
AUSDAL FINANCIAL PARTNERS INC | COM | 954 | $752,559 | 19,311 | 0.00 | 0.00 | -160 | -0.82 | 03-31-2024 |