Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | 1451 | $7,000 | 86 | 0.00 | 0.00 | -39 | -31.20 | 12-31-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | CL A | 1452 | $6,525 | 86 | 0.00 | 0.00 | 21 | 32.31 | 12-31-2023 |
PITTENGER & ANDERSON INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HC FINANCIAL ADVISORS INC | CL A | 1454 | $13,000 | 80 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |