Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COSTON MCISAAC & PARTNERS | COMMON STOCK | 2751 | $7,000 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BULL OAK CAPITAL LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 75 | +Inf | 12-31-2023 | |
FIRST COMMUNITY TRUST NA | COM NEW | 2753 | $6,807 | 73 | 0.00 | 0.00 | -10 | -12.05 | 12-31-2023 |
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 2754 | $6,780 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |