Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT X LLC | COM | 1851 | $1,433,026 | 23,417 | 0.00 | 0.00 | 1,416 | 6.44 | 03-31-2024 |
COURT PLACE ADVISORS LLC | COM | 1852 | $1,428,525 | 23,350 | 0.00 | 0.00 | -1,100 | -4.50 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1853 | $1,403,337 | 23,304 | 0.00 | 0.00 | -893 | -3.69 | 06-30-2023 |
NOVARE CAPITAL MANAGEMENT LLC | COM | 1854 | $1,424,436 | 23,283 | 0.00 | 0.00 | -145 | -0.62 | 03-31-2024 |