Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1151 | $6,209 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
ENRICH FINANCIAL PARTNERS LLC | COM | 1152 | $6,209 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
CNB BANK | COM | 1153 | $6,209 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KATHLEEN S WRIGHT ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 48 | +Inf | 03-31-2024 |