Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLTOP NATIONAL BANK | COM | 1151 | $97,759 | 775 | 0.00 | 775 | +Inf | 03-31-2024 | |
CUTLER GROUP LLC / CA | COM | 1152 | $97,000 | 772 | 0.03 | 0.02 | -580 | -42.90 | 03-31-2024 |
PINNACLE WEALTH ADVISORS | COM | 1153 | $318,000 | 766 | 0.01 | 766 | +Inf | 06-30-2021 | |
HHM WEALTH ADVISORS LLC | COM | 1154 | $94,605 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |