Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUTTON WEALTH ADVISORS INC | Stock | 1801 | $136,601 | 3,058 | 0.00 | 0.00 | 2,667 | 682.10 | 09-30-2023 |
MECHANICS FINANCIAL CORP | COM | 1802 | $147,570 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PITTENGER & ANDERSON INC | COM | 1803 | $147,570 | 3,000 | 0.00 | 0.00 | -150 | -4.76 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 1804 | $147,409 | 2,997 | 0.00 | 0.00 | -224 | -6.95 | 03-31-2024 |