Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUVESTMENTS CAPITAL LLC | COM | 1401 | $2,093 | 36 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
RETIREMENT GROUP LLC | COM | 1402 | $2,152 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHILTON CAPITAL MANAGEMENT LLC | COM | 1403 | $2,152 | 36 | 0.00 | 36 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 34 | +Inf | 12-31-2023 |