Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC FINANCIAL SERVICES INC | COM | 1701 | $1,247,054 | 7,094 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL BANK | COM | 1702 | $1,239,495 | 7,051 | 0.00 | 0.00 | 3,858 | 120.83 | 03-31-2024 |
&PARTNERS | COM | 1703 | $1,237,562 | 7,040 | 0.00 | 7,040 | +Inf | 03-31-2024 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1704 | $1,234,397 | 7,022 | 0.00 | 0.00 | -16 | -0.23 | 03-31-2024 |