Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUREVEST LLC | COM | 2551 | $3,000 | 10 | 0.00 | 0.00 | 5 | 100.00 | 09-30-2022 |
DT INVESTMENT PARTNERS LLC | COM | 2552 | $3,306 | 10 | 0.00 | 10 | +Inf | 06-30-2024 | |
SPECTRUM WEALTH COUNSEL LLC | COM | 2553 | $2,976 | 9 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ENTERPRISE TRUST & INVESTMENT CO | COM | 2554 | $2,000 | 9 | 0.00 | 9 | +Inf | 12-31-2021 |