Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CNB BANK | COM NEW | 1501 | $18,638 | 82 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PITTENGER & ANDERSON INC | COM NEW | 1502 | $18,638 | 82 | 0.00 | 82 | +Inf | 12-31-2023 | |
HOEY INVESTMENTS INC | COM NEW | 1503 | $19,548 | 81 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BRADLEY & CO PRIVATE WEALTH MANAGEMENT LLC | COM NEW | 1504 | $18,183 | 80 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2023 |