Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1851 | $9,000 | 85 | 0.00 | 0.01 | -284 | -76.96 | 06-30-2022 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 54 | 180.00 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 1853 | $12,511 | 84 | 0.00 | 84 | +Inf | 03-31-2024 | |
OAKWORTH CAPITAL INC | COMMON STOCK | 1854 | $8,750 | 80 | 0.00 | 0.00 | -577 | -87.82 | 06-30-2023 |