Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOLFF WIESE MAGANA LLC | COM | 2201 | $18,348 | 373 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 2202 | $17,806 | 362 | 0.00 | 0.00 | -3 | -0.82 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -977 | -73.13 | 03-31-2024 |
DECISIONPOINT FINANCIAL LLC | COM | 2204 | $17,910 | 355 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |