Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITY STATE BANK | COM | 1101 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
POM INVESTMENT STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 12-31-2023 | |
ACTIVEST WEALTH MANAGEMENT | COM | 1103 | $1,535 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIGGS ASSET MANAGMENT CO INC | COM | 1104 | $1,535 | 100 | 0.00 | 0.00 | 40 | 66.67 | 03-31-2024 |