Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURKETT FINANCIAL SERVICES LLC | Equity | 2501 | $29,445 | 82 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KNUFF & CO LLC | COM | 2502 | $23,957 | 80 | 0.00 | 80 | +Inf | 12-31-2023 | |
RIGGS ASSET MANAGMENT CO INC | COM | 2503 | $24,408 | 80 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
OPEROSE ADVISORS LLC | COMMON | 2504 | $23,358 | 78 | 0.00 | 0.00 | -65 | -45.45 | 12-31-2023 |