Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 452 | $10,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | 453 | $10,103 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAITLIN JOHN LLC | COM | 454 | $8,400 | 176 | 0.00 | 176 | +Inf | 12-31-2023 |