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 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 652 | $1,934 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
WOLFF WIESE MAGANA LLC | COM | 653 | $1,857 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 654 | $2,564 | 48 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |