Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 1452 | $38,405 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 1453 | $34,210 | 500 | 0.00 | 500 | +Inf | 12-31-2023 | |
ATTICUS WEALTH MANAGEMENT LLC | COM NON VTG | 1454 | $38,405 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |