Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRAZIER FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 03-31-2024 | |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1102 | $3,272 | 20 | 0.00 | 20 | +Inf | 12-31-2023 | |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1103 | $3,475 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 19 | +Inf | 03-31-2024 |