Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 701 | $53,000 | 1,070 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 702 | $52,120 | 1,054 | 0.00 | 0.00 | -76 | -6.73 | 03-31-2024 |
FIFTH THIRD BANCORP | COM NEW | 703 | $49,994 | 1,011 | 0.00 | 0.00 | -7,595 | -88.25 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |