Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | COM | 3101 | $110,689 | 1,013 | 0.00 | 0.00 | 222 | 28.07 | 12-31-2023 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 3102 | $106,070 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOOMIS SAYLES & CO L P | COMMON | 3103 | $106,000 | 995 | 0.00 | 0.00 | -36 | -3.49 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 3104 | $103,525 | 976 | 0.00 | 0.00 | 28 | 2.95 | 03-31-2024 |