Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN RESEARCH & MANAGEMENT CO | com | 1451 | $24,000 | 195 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1452 | $28,375 | 195 | 0.00 | 0.00 | 37 | 23.42 | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | COM | 1453 | $28,083 | 193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 1454 | $21,022 | 188 | 0.00 | 0.00 | 88 | 88.00 | 09-30-2023 |