Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMB CAPITAL MANAGEMENT LLC | COM | 1451 | $390,609 | 1,123 | 0.00 | 0.00 | 117 | 11.63 | 09-30-2023 |
MONETARY MANAGEMENT GROUP INC | COM | 1452 | $468,171 | 1,120 | 0.00 | 1,120 | +Inf | 03-31-2024 | |
TEAM HEWINS LLC | COM | 1453 | $465,664 | 1,114 | 0.00 | 0.00 | 7 | 0.63 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1454 | $391,676 | 1,113 | 0.00 | 0.00 | -1 | -0.09 | 06-30-2023 |