Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALDWELL SUTTER CAPITAL INC | COM | 1701 | $23,188 | 647 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 1702 | $23,796 | 644 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TRUEHAND INC | BASIC INDUSTRIES | 1703 | $39,000 | 625 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2021 |
LIFE PLANNING PARTNERS INC | NEM | 1704 | $25,786 | 623 | 0.00 | 623 | +Inf | 12-31-2023 |