Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDMOND ASSET MANAGEMENT LLC | COM | 1501 | $1,756,154 | 9,196 | 0.00 | 0.00 | -519 | -5.34 | 03-31-2024 |
CAPITAL MARKETS TRADING UK LLP | COM | 1502 | $1,289,000 | 9,189 | 0.02 | 0.03 | -5,843 | -38.87 | 09-30-2023 |
SECURITY NATIONAL BANK OF SO DAK | COMMON STOCK | 1503 | $1,753,013 | 9,180 | 0.00 | 0.00 | -292 | -3.08 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | 1504 | $1,743,452 | 9,129 | 0.00 | 0.00 | 17 | 0.19 | 03-31-2024 |