Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 1601 | $37,000 | 154 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
BEACON CAPITAL MANAGEMENT LLC | COM | 1602 | $58,818 | 151 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PINNACLE BANCORP INC | COM | 1603 | $83,369 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GABLES CAPITAL MANAGEMENT INC | COM | 1604 | $42,000 | 149 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |