Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | COM | 1251 | $22,351 | 396 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VERSANT CAPITAL MANAGEMENT INC | REIT | 1252 | $21,391 | 379 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 1253 | $20,883 | 370 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | REAL ESTATE INVESTME | Liquidated | $0 | 0 | 0.00 | 364 | +Inf | 12-31-2023 |