Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESG PLANNING DBA HARPER INVESTING | COM | 2901 | $305,487 | 503 | 0.00 | 0.00 | 3 | 0.60 | 03-31-2024 |
WESTWOOD WEALTH MANAGEMENT | COM | 2902 | $244,901 | 503 | 0.00 | 0.00 | -75 | -12.98 | 12-31-2023 |
FIRST BANK & TRUST | Equities | Liquidated | $0 | 0 | 0.00 | 502 | +Inf | 03-31-2024 | |
PRIVATE CAPITAL GROUP LLC | Common Stock | 2904 | $265,000 | 502 | 0.06 | 0.06 | 8 | 1.62 | 06-30-2021 |