Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KNUFF & CO LLC | COM | 2701 | $541,940 | 1,074 | 0.00 | 0.00 | -50 | -4.45 | 03-31-2024 |
FIDUCIARY PLANNING LLC | COM | 2702 | $541,436 | 1,073 | 0.00 | 0.00 | -15 | -1.38 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 2703 | $546,613 | 1,072 | 0.00 | 1,072 | +Inf | 09-30-2023 | |
YEOMANS CONSULTING GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 1,069 | +Inf | 03-31-2024 |