Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE BANCORP INC | COM | 2401 | $310,930 | 757 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 2402 | $302,167 | 756 | 0.00 | 0.17 | -38 | -4.79 | 12-31-2023 |
DELTA FINANCIAL GROUP INC | COM | 2403 | $310,000 | 755 | 0.09 | 0.09 | 1 | 0.13 | 03-31-2024 |
MIDWEST PROFESSIONAL PLANNERS LTD | COM | 2404 | $309,614 | 754 | 0.00 | 0.00 | 122 | 19.30 | 03-31-2024 |