Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE BANCORP INC | COM | 1801 | $10,775 | 187 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | COM | 1802 | $10,698 | 186 | 0.00 | 0.00 | -200 | -51.81 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 185 | +Inf | 12-31-2023 | |
LUKEN INVESTMENT ANALYTICS LLC | COM | 1804 | $10,602 | 184 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |