Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CVA FAMILY OFFICE LLC | COM | 1351 | $60,424 | 280 | 0.00 | 280 | +Inf | 12-31-2023 | |
CETERA TRUST COMPANY NA | COM | 1352 | $69,107 | 266 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | Liquidated | $66,249 | 255 | 0.00 | 0.00 | 255 | +Inf | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |