Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 29 | +Inf | 12-31-2023 | |
AVION WEALTH | COM | 702 | $1,000 | 29 | 0.00 | 29 | +Inf | 03-31-2024 | |
LARSON FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 28 | +Inf | 12-31-2023 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 704 | $557 | 27 | 0.00 | 27 | +Inf | 03-31-2024 |