Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFESTEPS FINANCIAL INC | Stock | 2101 | $3,428 | 21 | 0.00 | 21 | +Inf | 03-31-2024 | |
PINERIDGE ADVISORS LLC | COM | 2102 | $3,268 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BIVIN & ASSOCIATES INC | COM | 2103 | $3,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
CITY STATE BANK | COM | 2104 | $3,000 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |