Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIVIN & ASSOCIATES INC | COM | 1951 | $25,000 | 100 | 0.03 | 0.04 | -95 | -48.72 | 06-30-2022 |
CONCORD WEALTH PARTNERS | COM | 1952 | $15,606 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFICA PARTNERS INC | COM | 1953 | $15,066 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |