Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOALVEST ADVISORY LLC | Stock | 1751 | $2,700 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 03-31-2024 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 03-31-2024 | |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1754 | $2,700 | 5 | 0.00 | 5 | +Inf | 03-31-2024 |