Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOEY INVESTMENTS INC | COM | 2201 | $23,320 | 200 | 0.00 | 200 | +Inf | 06-30-2023 | |
LAKE POINT WEALTH MANAGEMENT | COM | 2202 | $16,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
FIRST PREMIER BANK | COM | 2203 | $40,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
CAPITAL ANALYSTS LLC | COM | 2204 | $40,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |