Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1351 | $233,396 | 2,134 | 0.00 | 0.00 | -194 | -8.33 | 06-30-2023 |
IHT WEALTH MANAGEMENT LLC | COM | 1352 | $317,653 | 2,133 | 0.00 | 0.00 | -21 | -0.97 | 03-31-2024 |
CALLAN FAMILY OFFICE LLC | COM | 1353 | $206,328 | 2,126 | 0.00 | 0.00 | -13,824 | -86.67 | 09-30-2023 |
FIRST CITIZENS BANK & TRUST CO | COM | 1354 | $316,093 | 2,123 | 0.00 | 2,123 | +Inf | 03-31-2024 |