Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEENER FINANCIAL PLANNING LLC | COM | 1601 | $13,000 | 49 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
HAZLETT BURT & WATSON INC | COM | 1602 | $12,000 | 46 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
PINERIDGE ADVISORS LLC | COM | 1603 | $11,410 | 44 | 0.00 | 0.00 | -9,829 | -99.55 | 06-30-2024 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 1604 | $11,150 | 43 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |