Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 2351 | $25,466 | 267 | 0.00 | 267 | +Inf | 06-30-2023 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2352 | $34,989 | 263 | 0.00 | 263 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 263 | +Inf | 12-31-2023 | |
SJS INVESTMENT CONSULTING INC | COM | 2354 | $42,960 | 263 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |