Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Master Limited Partnership | 1701 | $10,000 | 633 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PINERIDGE ADVISORS LLC | COM UT LTD PTN | 1702 | $9,916 | 611 | 0.00 | 0.00 | 4 | 0.66 | 06-30-2024 |
HOESE & CO LLP | PARTNERSHIPS | 1703 | $9,402 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CEDAR MOUNTAIN ADVISORS LLC | COM UT LTD PTN | 1704 | $9,154 | 564 | 0.00 | 0.00 | 11 | 1.99 | 06-30-2024 |