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 | 0.00 | 7 | 63.64 | 03-31-2024 |
HAZLETT BURT & WATSON INC | COM | 1602 | $12,000 | 17 | 0.01 | 17 | +Inf | 03-31-2024 | |
CALDWELL SUTTER CAPITAL INC | COM | 1603 | $10,992 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SECURITY NATIONAL BANK | COM | 1604 | $10,305 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |