Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 3451 | $59,000 | 525 | 0.04 | 0.04 | 10 | 1.94 | 09-30-2022 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3452 | $75,641 | 523 | 0.00 | 523 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 523 | +Inf | 12-31-2023 | |
VESTOR CAPITAL LLC | COMMON STOCK | 3454 | $75,000 | 521 | 0.01 | 0.01 | -22 | -4.05 | 12-31-2023 |