Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRANK RIMERMAN ADVISORS LLC | COM | 1501 | $74,699 | 701 | 0.00 | 701 | +Inf | 03-31-2024 | |
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15 | -2.17 | 12-31-2023 |
PINNACLE WEALTH ADVISORS | COM | 1503 | $159,000 | 676 | 0.01 | 676 | +Inf | 06-30-2021 | |
FARR MILLER & WASHINGTON LLC/DC | COM | 1504 | $249,000 | 646 | 0.02 | 646 | +Inf | 09-30-2021 |