Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORTON BROWN FAMILY WEALTH LLC | Stock | 1751 | $14,534 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
VERSANT CAPITAL MANAGEMENT INC | Stock | 1752 | $14,534 | 5 | 0.00 | 0.00 | -10 | -66.67 | 03-31-2024 |
MAIN STREET GROUP LTD | COMMON STOCK | 1753 | $11,434,000 | 5 | 0.00 | 5 | +Inf | 12-31-2023 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 03-31-2024 |