Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONTGOMERY INVESTMENT MANAGEMENT INC | COM | 1301 | $457,063 | 6,250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LAUREL WEALTH ADVISORS INC | Stock | 1302 | $475,000 | 6,207 | 0.05 | 6,207 | +Inf | 12-31-2022 | |
MAVEN SECURITIES LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,683 | -21.47 | 12-31-2023 |
PRINCIPAL SECURITIES INC | COM | 1304 | $499,646 | 6,155 | 0.00 | 0.00 | 442 | 7.74 | 03-31-2024 |