Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1351 | $183,674 | 2,924 | 0.00 | 0.00 | 1,291 | 79.06 | 03-31-2024 |
PINNACLE WEALTH ADVISORS | COM | 1352 | $177,000 | 2,920 | 0.01 | 2,920 | +Inf | 06-30-2021 | |
GLENVIEW TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -280 | -8.76 | 03-31-2024 |
SUMMIT TRAIL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -454 | -13.51 | 03-31-2024 |