Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CVA FAMILY OFFICE LLC | COM | 1451 | $1,355 | 50 | 0.00 | 50 | +Inf | 12-31-2023 | |
FIRST PREMIER BANK | COM | 1452 | $1,000 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
COLONIAL TRUST ADVISORS | Stock | 1453 | $1,301 | 48 | 0.00 | 0.00 | -81 | -62.79 | 12-31-2023 |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 1454 | $1,322 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |