Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRISCH FINANCIAL GROUP INC | COM | 251 | $22,000 | 10,325 | 0.01 | 0.02 | 0 | 0.00 | 12-31-2023 |
PLATFORM TECHNOLOGY PARTNERS | COM | 252 | $23,937 | 10,100 | 0.00 | 10,100 | +Inf | 12-31-2023 | |
IFG ADVISORY LLC | Common Stock | 253 | $33,000 | 10,000 | 0.00 | 10,000 | +Inf | 03-31-2024 | |
COMERICA BANK | COMMON | 254 | $21,200 | 10,000 | 0.00 | 10,000 | +Inf | 09-30-2023 |