Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 342 | +Inf | 12-31-2023 | |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.02 | 340 | +Inf | 12-31-2023 | |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | Liquidated | $41,148 | 328 | 0.00 | 0.00 | 328 | +Inf | 03-31-2024 |
INVESTMENT RESEARCH & ADVISORY GROUP INC | COM | 3504 | $40,572 | 323 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |