Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 503 | +Inf | 03-31-2024 | |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | 3252 | $105,000 | 500 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 12-31-2023 | |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 3254 | $101,394 | 494 | 0.00 | 494 | +Inf | 03-31-2024 |