Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIMESCALE FINANCIAL INC | COM | 601 | $19,885 | 290 | 0.00 | 290 | +Inf | 06-30-2023 | |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 602 | $20,876 | 272 | 0.00 | 272 | +Inf | 03-31-2024 | |
NEXT FINANCIAL GROUP INC | COM | 603 | $19,000 | 269 | 0.00 | 0.01 | -1,923 | -87.73 | 06-30-2021 |
SITTNER & NELSON LLC | COM | 604 | $20,492 | 267 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |