Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAITLIN JOHN LLC | COM | 1551 | $33,362 | 570 | 0.00 | 570 | +Inf | 12-31-2023 | |
SILVER OAK SECURITIES INC | COM | 1552 | $38,663 | 566 | 0.00 | 0.00 | -2,783 | -83.10 | 03-31-2024 |
CREEKMUR ASSET MANAGEMENT LLC | COM | 1553 | $32,484 | 555 | 0.00 | 555 | +Inf | 12-31-2023 | |
ST GERMAIN D J CO INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |