Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT BICKHAM LAGUDIS LLC | SHS | 1151 | $26,449 | 284 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
HERITAGE WEALTH ADVISORS | COM | 1152 | $22,541 | 283 | 0.00 | 0.00 | -215 | -43.17 | 03-31-2024 |
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 1153 | $21,902 | 275 | 0.00 | 275 | +Inf | 03-31-2024 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |