Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 4201 | $18,640 | 422 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 4202 | $12,968 | 420 | 0.00 | 0.00 | -13 | -3.00 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 4203 | $19,000 | 420 | 0.02 | 420 | +Inf | 03-31-2024 | |
DAGCO INC | COM | Liquidated | $0 | 0 | 0.00 | 420 | +Inf | 03-31-2024 |