Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | CL A | 2401 | $48,563 | 282 | 0.00 | 282 | +Inf | 06-30-2023 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 275 | +Inf | 03-31-2024 | |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 2403 | $30,666 | 274 | 0.00 | 274 | +Inf | 03-31-2020 | |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 2404 | $46,194 | 273 | 0.00 | 0.00 | 144 | 111.63 | 03-31-2024 |