Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | ORD SHS | 501 | $791 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | ORD SHS | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 03-31-2024 | |
ALBION FINANCIAL GROUP /UT | ORD SHS | 504 | $725 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |