Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST FINANCIAL ADVISORS | COM | 1351 | $9,120 | 124 | 0.00 | 124 | +Inf | 03-31-2024 | |
CALDWELL SUTTER CAPITAL INC | COM | 1352 | $8,900 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1353 | $9,000 | 119 | 0.00 | 0.00 | -61 | -33.89 | 03-31-2024 |
COHEN & STEERS INC | COM | 1354 | $11,000 | 117 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |