Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 12-31-2023 | |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 702 | $1,808 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
VITALSTONE FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 13 | +Inf | 03-31-2024 | |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 704 | $1,669 | 10 | 0.00 | 10 | +Inf | 03-31-2024 |