Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 5551 | $23,888 | 86 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
PALOUSE CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 85 | +Inf | 06-30-2024 | |
MENDOTA FINANCIAL GROUP LLC | COM | 5553 | $9,926 | 80 | 0.00 | 0.00 | 72 | 900.00 | 06-30-2024 |
BRIAUD FINANCIAL PLANNING INC | COM | 5554 | $9,000 | 80 | 0.01 | 80 | +Inf | 06-30-2024 |