Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 2401 | $90,147 | 1,231 | 0.00 | 0.00 | -208 | -14.45 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | COM | 2402 | $98,591 | 1,217 | 0.00 | 0.00 | 18 | 1.50 | 12-31-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | 2403 | $93,023 | 1,207 | 0.00 | 0.00 | -15 | -1.23 | 06-30-2023 |
ESTABROOK CAPITAL MANAGEMENT | COMMON | 2404 | $97,212 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |