Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIN STREET GROUP LTD | COMMON STOCK | 451 | $8,733,000 | 16 | 0.00 | 16 | +Inf | 12-31-2023 | |
CWM LLC | COM | 452 | $10,000 | 15 | 0.00 | 0.00 | 13 | 650.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 453 | $8,885 | 14 | 0.00 | 0.00 | 3 | 27.27 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 454 | $8,251 | 13 | 0.00 | 0.00 | 10 | 333.33 | 03-31-2024 |