Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $118,616 | 701 | 0.00 | 0.00 | 701 | +Inf | 03-31-2024 |
AJOVISTA LLC | SHS | Liquidated | $0 | 0 | 0.00 | 687 | +Inf | 03-31-2024 | |
GOALVEST ADVISORY LLC | Stock | 2253 | $114,894 | 679 | 0.00 | 0.00 | 363 | 114.87 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 2254 | $113,516 | 671 | 0.00 | 0.00 | 1 | 0.15 | 03-31-2024 |