Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1051 | $17,081 | 90 | 0.00 | 90 | +Inf | 03-31-2024 | |
TIMESCALE FINANCIAL INC | COM | 1052 | $11,762 | 89 | 0.00 | 89 | +Inf | 06-30-2023 | |
CRESCENT CAPITAL CONSULTING LLC | Common Stock | 1053 | $12,000 | 87 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 1054 | $16,511 | 87 | 0.00 | 87 | +Inf | 03-31-2024 |