Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 286 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2102 | $55,200 | 278 | 0.00 | 278 | +Inf | 12-31-2023 | |
KNUFF & CO LLC | COM | 2103 | $54,604 | 275 | 0.00 | 275 | +Inf | 12-31-2023 | |
EAGLE BAY ADVISORS LLC | Equities | 2104 | $54,405 | 274 | 0.00 | 0.00 | -3 | -1.08 | 12-31-2023 |