Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST CAPITAL MANAGEMENT INC | COM | 2501 | $23,400 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AXIOM INVESTMENT MANAGEMENT LLC | COM | 2502 | $14,000 | 35 | 0.03 | 35 | +Inf | 09-30-2022 | |
LEE FINANCIAL CO | COM | 2503 | $17,373 | 34 | 0.00 | 0.00 | 20 | 142.86 | 09-30-2023 |
BOURGEON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |