Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYRUS J LAWRENCE LLC | US EQUITIES | 2601 | $16,000 | 1,240 | 0.00 | 0.23 | -67,069 | -98.18 | 03-31-2024 |
PINNACLE BANCORP INC | COM | 2602 | $16,255 | 1,224 | 0.00 | 0.00 | 824 | 206.00 | 03-31-2024 |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ORG PARTNERS LLC | F | Liquidated | $0 | 0 | 0.00 | 1,191 | +Inf | 03-31-2024 |