Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURKETT FINANCIAL SERVICES LLC | Equity | 3651 | $354,277 | 798 | 0.00 | 0.00 | -176 | -18.07 | 03-31-2024 |
VIAWEALTH LLC | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 796 | +Inf | 12-31-2023 | |
MEASURED WEALTH PRIVATE CLIENT GROUP LLC | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITENER CAPITAL MANAGEMENT INC | UNIT SER 1 | 3654 | $325,568 | 795 | 0.00 | 0.00 | 1 | 0.13 | 12-31-2023 |