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 | -16 | -2.39 | 03-31-2024 |
DT INVESTMENT PARTNERS LLC | COM | 2302 | $84,466 | 653 | 0.00 | 0.00 | -7,925 | -92.39 | 03-31-2024 |
PSI ADVISORS LLC | Common Stock | 2303 | $83,691 | 647 | 0.00 | 0.00 | -437 | -40.31 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 2304 | $83,689 | 647 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |