Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | 2151 | $65,750 | 854 | 0.00 | 0.00 | 766 | 870.45 | 03-31-2024 |
NALLS SHERBAKOFF GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 850 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 832 | +Inf | 12-31-2023 | |
CALDWELL SUTTER CAPITAL INC | COM | 2154 | $63,517 | 825 | 0.00 | 0.00 | -475 | -36.54 | 03-31-2024 |