Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 1451 | $2,888 | 15 | 0.00 | 15 | +Inf | 12-31-2023 | |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VALUED WEALTH ADVISORS LLC | CL A COM | 1453 | $3,244 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
LARSON FINANCIAL GROUP LLC | CL A COM | 1454 | $2,503 | 13 | 0.00 | 0.00 | -46 | -77.97 | 12-31-2023 |