Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CFO4LIFE LP | COM | 2351 | $407,595 | 15,422 | 0.00 | 15,422 | +Inf | 12-31-2022 | |
WEALTH MANAGEMENT SOLUTIONS LLC | COM | 2352 | $547,242 | 15,394 | 0.00 | 0.00 | -74 | -0.48 | 09-30-2023 |
LARSON FINANCIAL GROUP LLC | COM | 2353 | $772,557 | 15,374 | 0.00 | 0.00 | -5,222 | -25.35 | 12-31-2023 |
TRUST CO OF VIRGINIA /VA | COM | 2354 | $501,974 | 15,365 | 0.00 | 0.00 | -372 | -2.36 | 03-31-2023 |