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 | 0 | 0.00 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 2302 | $47,000 | 174 | 0.01 | 0.00 | 99 | 132.00 | 03-31-2024 |
COLONIAL TRUST ADVISORS | Stock | 2303 | $45,578 | 174 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 2304 | $46,421 | 173 | 0.00 | 0.00 | -113 | -39.51 | 03-31-2024 |