Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFESTEPS FINANCIAL INC | Stock | 1651 | $21,709 | 380 | 0.00 | 380 | +Inf | 03-31-2024 | |
LIBERTY ONE INVESTMENT MANAGEMENT LLC | COM | 1652 | $21,100 | 369 | 0.00 | 0.00 | 18 | 5.13 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1653 | $16,379 | 366 | 0.00 | 0.00 | 35 | 10.57 | 09-30-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |