Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 651 | $9,747 | 143 | 0.00 | 0.00 | 7 | 5.15 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 136 | +Inf | 12-31-2023 | |
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 129 | +Inf | 12-31-2023 | |
LINDBROOK CAPITAL LLC | Stock | 654 | $9,179 | 126 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |