Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | COM | 851 | $72,900 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -27.27 | 03-31-2024 |
USA FINANCIAL FORMULAS | COM | 853 | $64,800 | 8 | 0.00 | 0.00 | -1 | -11.11 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -33.33 | 12-31-2023 |