Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 1351 | $1,548 | 18 | 0.00 | 18 | +Inf | 03-31-2024 | |
DIXON MITCHELL INVESTMENT COUNSEL INC | COM | Liquidated | $1,469 | 17 | 0.00 | 0.00 | 17 | +Inf | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | COM | 1353 | $1,376 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |