Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM CL A | 1252 | $107,527 | 1,230 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1253 | $50,000 | 1,205 | 0.01 | 0.02 | 105 | 9.55 | 06-30-2022 |
KEY FINANCIAL INC | COM CL A | 1254 | $86,352 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |