Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GS INVESTMENTS INC | COM | 1601 | $294,650 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | 1602 | $291,893 | 991 | 0.00 | 0.00 | -11 | -1.10 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1603 | $242,218 | 988 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CATALINA CAPITAL GROUP LLC | COM | 1604 | $290,259 | 985 | 0.00 | 985 | +Inf | 03-31-2024 |