Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QS INVESTORS LLC | COM | 2151 | $202,000 | 544 | 0.00 | 544 | +Inf | 06-30-2021 | |
ACTIVEST WEALTH MANAGEMENT | COM | 2152 | $153,998 | 542 | 0.00 | 0.00 | 500 | 1190.48 | 03-31-2024 |
AMERICAN RESEARCH & MANAGEMENT CO | com | 2153 | $86,000 | 525 | 0.02 | 0.02 | 350 | 200.00 | 09-30-2022 |
PINNACLE BANCORP INC | COM | 2154 | $149,168 | 525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |