Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENTERPRISE TRUST & INVESTMENT CO | COM | 2151 | $12,000 | 135 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
PINERIDGE ADVISORS LLC | COM | 2152 | $11,538 | 134 | 0.00 | 0.00 | 109 | 436.00 | 03-31-2024 |
MENDOTA FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SJS INVESTMENT CONSULTING INC | COM | 2154 | $11,366 | 132 | 0.00 | 0.00 | 120 | 1000.00 | 03-31-2024 |