Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALDRIGE ASSET MANAGEMENT LLC | COM | 1301 | $10,000 | 30 | 0.00 | 30 | +Inf | 03-31-2023 | |
MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO LTD | COM | 1302 | $9,000 | 30 | 0.01 | 0.06 | 0 | 0.00 | 09-30-2021 |
DT INVESTMENT PARTNERS LLC | COM | 1303 | $6,580 | 30 | 0.00 | 0.00 | 15 | 100.00 | 03-31-2024 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 1304 | $5,702 | 26 | 0.00 | 26 | +Inf | 03-31-2024 |