Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWMAN DIGNAN & SHEERAR INC | COM | 3701 | $243,708 | 931 | 0.00 | 931 | +Inf | 06-30-2023 | |
HILL INVESTMENT GROUP PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 96 | 11.51 | 12-31-2023 |
RETIREMENT PLANNING GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -0.75 | 03-31-2024 |
VALLEY BROOK CAPITAL GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 65 | 7.53 | 03-31-2024 |