Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAYFINDING FINANCIAL LLC | Stock | 1401 | $264,000 | 3,688 | 0.15 | 0.17 | 116 | 3.25 | 03-31-2024 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1402 | $231,760 | 3,684 | 0.00 | 3,684 | +Inf | 09-30-2023 | |
LOCKERMAN FINANCIAL GROUP INC | COM | 1403 | $243,557 | 3,683 | 0.00 | 0.00 | 20 | 0.55 | 12-31-2023 |
BRIGHTON JONES LLC | COM | 1404 | $242,864 | 3,673 | 0.00 | 0.00 | -238 | -6.09 | 12-31-2023 |