Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -50 | -4.95 | 12-31-2023 |
HARTFORD FINANCIAL MANAGEMENT INC | COM NEW | 2452 | $88,793 | 943 | 0.00 | 0.00 | 26 | 2.84 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | COM NEW | 2453 | $78,388 | 922 | 0.00 | 0.03 | 0 | 0.00 | 12-31-2022 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM NEW | 2454 | $82,000 | 897 | 0.04 | 0.03 | 0 | 0.00 | 06-30-2021 |