Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLTOP NATIONAL BANK | COM | 3501 | $36,647 | 401 | 0.00 | 401 | +Inf | 03-31-2024 | |
FINANCIAL CONNECTIONS GROUP INC | COM | Liquidated | $0 | 0 | 0.02 | 0.05 | -340 | -45.95 | 03-31-2024 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 3503 | $36,556 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 3504 | $36,556 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |