Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOTCO | Com | 1601 | $17,014 | 563 | 0.00 | 0.00 | -429 | -43.25 | 03-31-2024 |
ORG PARTNERS LLC | COMMON STOCK | 1602 | $17,087 | 561 | 0.00 | 561 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 531 | +Inf | 12-31-2023 | |
WETZEL INVESTMENT ADVISORS INC | HPQ | 1604 | $13,810 | 500 | 0.00 | 500 | +Inf | 03-31-2024 |