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 | -201 | -12.12 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | COM | 652 | $95,902 | 1,354 | 0.00 | 0.00 | 681 | 101.19 | 12-31-2023 |
HOOVER FINANCIAL ADVISORS INC | COM | 653 | $80,000 | 1,334 | 0.01 | 0.02 | 0 | 0.00 | 06-30-2021 |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,088 | -75.91 | 03-31-2024 |