Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SONORA INVESTMENT MANAGEMENT LLC | COM | 1401 | $50,000 | 317 | 0.01 | 317 | +Inf | 09-30-2021 | |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 1402 | $46,000 | 316 | 0.03 | 0.00 | 0 | 0.00 | 03-31-2024 |
REILLY FINANCIAL ADVISORS LLC | COM | 1403 | $50,000 | 314 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 1404 | $43,653 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |