Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRAIRIEVIEW PARTNERS LLC | COM UT LTD PTN | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 12-31-2023 | |
MAIN STREET GROUP LTD | Unit | 1652 | $5,299,000 | 384 | 0.00 | 384 | +Inf | 12-31-2023 | |
RFP FINANCIAL GROUP LLC | ET | 1653 | $6,040 | 384 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM UT LTD PTN | 1654 | $6,041 | 384 | 0.00 | 384 | +Inf | 03-31-2024 |