Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 17 | +Inf | 12-31-2023 | |
GROVE BANK & TRUST | COM | 1102 | $10,652 | 17 | 0.00 | 0.00 | -10 | -37.04 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1103 | $10,025 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | 1104 | $10,025 | 16 | 0.00 | 0.00 | -14 | -46.67 | 03-31-2024 |