Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHPOINT ADVISOR GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.02 | 0.02 | -67 | -4.65 | 12-31-2023 |
PROFESSIONAL PLANNING | COM | 752 | $203,000 | 1,350 | 0.10 | 1,350 | +Inf | 09-30-2021 |