Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SONORA INVESTMENT MANAGEMENT LLC | COM | 1001 | $16,000 | 150 | 0.00 | 150 | +Inf | 09-30-2021 | |
WETZEL INVESTMENT ADVISORS INC | NTRS | 1002 | $11,886 | 146 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
ORG PARTNERS LLC | NTRS | Liquidated | $0 | 0 | 0.00 | 145 | +Inf | 03-31-2024 | |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1004 | $10,454 | 141 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |