Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY FINANCIAL ADVISORS INC | Stock | Liquidated | $238,976 | 2,107 | 0.00 | 0.00 | 2,107 | +Inf | 03-31-2024 |
HORST & GRABEN WEALTH MANAGEMENT LLC | COM | 2302 | $238,991 | 2,107 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIDGEWOOD INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -17 | -0.80 | 12-31-2023 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 2304 | $205,008 | 2,106 | 0.00 | 0.00 | -845 | -28.63 | 12-31-2023 |