Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KB FINANCIAL PARTNERS LLC | COM | 1751 | $7,000 | 210 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HAZLETT BURT & WATSON INC | COM | 1752 | $8,000 | 208 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1753 | $7,657 | 207 | 0.00 | 0.00 | 2 | 0.98 | 12-31-2023 |
ALBION FINANCIAL GROUP /UT | COM | Liquidated | $7,639 | 207 | 0.00 | 0.00 | 207 | +Inf | 03-31-2024 |