Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1301 | $361,284 | 3,830 | 0.00 | 3,830 | +Inf | 06-30-2023 | |
STRAIT & SOUND WEALTH MANAGEMENT LLC | COM | 1302 | $282,362 | 3,825 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GRANITE HARBOR ADVISORS INC | COM | 1303 | $365,230 | 3,822 | 0.00 | 0.00 | 32 | 0.84 | 03-31-2024 |
CX INSTITUTIONAL | COM | 1304 | $364,370 | 3,813 | 0.00 | 0.00 | 1,240 | 48.19 | 03-31-2024 |