Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 1451 | $18,359 | 466 | 0.00 | 466 | +Inf | 03-31-2024 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 65 | 17.11 | 12-31-2023 |
PINNACLE BANCORP INC | COM | 1453 | $17,266 | 438 | 0.00 | 0.00 | -269 | -38.05 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1454 | $17,266 | 438 | 0.00 | 0.00 | 1 | 0.23 | 03-31-2024 |