Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 1351 | $14,141 | 410 | 0.00 | 0.00 | -1,320 | -76.30 | 12-31-2023 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 404 | +Inf | 12-31-2023 | |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 1353 | $13,000 | 394 | 0.01 | 394 | +Inf | 09-30-2022 | |
CALDWELL SUTTER CAPITAL INC | COM | 1354 | $14,661 | 394 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |