Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 801 | $807 | 384 | 0.00 | 0.00 | 286 | 291.84 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 802 | $589 | 377 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LAKE POINT WEALTH MANAGEMENT | COM CL 2 | 803 | $1,000 | 377 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
SOA WEALTH ADVISORS LLC | Stock | 804 | $874 | 354 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |