Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 03-31-2024 | |
SRS CAPITAL ADVISORS INC | COM | 1402 | $3,222 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 1403 | $3,064 | 13 | 0.00 | 0.00 | 4 | 44.44 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 1404 | $3,072 | 13 | 0.00 | 13 | +Inf | 09-30-2023 |