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 | -19,021 | -24.97 | 03-31-2024 |
CASCADE FINANCIAL PARTNERS LLC | COM | 2002 | $10,632,616 | 57,125 | 0.00 | 57,125 | +Inf | 03-31-2024 | |
CONSOLIDATED INVESTMENT GROUP LLC | COM | 2003 | $10,304,000 | 57,120 | 1.67 | 1.53 | 0 | 0.00 | 03-31-2024 |
CFO4LIFE LP | COM | 2004 | $4,789,428 | 57,017 | 0.00 | 57,017 | +Inf | 12-31-2022 |