Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 1801 | $155,575 | 528 | 0.00 | 0.00 | -28 | -5.04 | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | COM | 1802 | $152,629 | 518 | 0.00 | 0.00 | -101 | -16.32 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1803 | $111,000 | 516 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
COLONIAL TRUST CO / SC | Stock | 1804 | $122,181 | 510 | 0.00 | 0.00 | 120 | 30.77 | 12-31-2023 |