Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE BANCORP INC | COM | 1051 | $41,345 | 428 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 19 | 4.71 | 03-31-2024 |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1053 | $38,624 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 1054 | $34,812 | 393 | 0.00 | 0.00 | 298 | 313.68 | 03-31-2024 |