Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -0.60 | 12-31-2023 |
WEALTHCOLLAB LLC | COM | 1252 | $12,926 | 451 | 0.00 | 451 | +Inf | 12-31-2023 | |
OLD SECOND NATIONAL BANK OF AURORA | Com | 1253 | $12,897 | 450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 433 | +Inf | 12-31-2023 |