Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNS FINANCIAL GROUP LLC | COM | 1801 | $1,423,203 | 12,522 | 0.00 | 0.00 | -58 | -0.46 | 03-31-2024 |
CX INSTITUTIONAL | COM | 1802 | $1,418,932 | 12,484 | 0.00 | 0.00 | 1,920 | 18.17 | 03-31-2024 |
GUARDIAN INVESTMENT MANAGEMENT | COM | 1803 | $1,412,226 | 12,425 | 0.00 | 0.00 | -325 | -2.55 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1804 | $1,348,141 | 12,366 | 0.00 | 0.00 | 24 | 0.19 | 06-30-2023 |