Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 2351 | $50,763 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
HERITAGE WEALTH ADVISORS | ETF | 2352 | $19,611 | 300 | 0.00 | 0.00 | -6,746 | -95.74 | 03-31-2024 |
COREFIRST BANK & TRUST | Com | 2353 | $59,211 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BALDRIGE ASSET MANAGEMENT LLC | CL A | 2354 | $50,000 | 300 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2023 |