Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NIKULSKI FINANCIAL INC | COM | 1751 | $220,422 | 1,795 | 0.00 | 1,795 | +Inf | 03-31-2024 | |
EDGEMOOR INVESTMENT ADVISORS INC | COM | 1752 | $220,293 | 1,793 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 1753 | $219,444 | 1,787 | 0.00 | 0.00 | 43 | 2.47 | 03-31-2024 |
MONUMENT CAPITAL MANAGEMENT | COM | 1754 | $212,399 | 1,783 | 0.00 | 0.00 | -61 | -3.31 | 12-31-2023 |