Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIBERNIA WEALTH PARTNERS LLC | COM STK | Liquidated | $0 | 0 | 0.00 | 213 | +Inf | 12-31-2023 | |
MANITOU INVESTMENT MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 | |
WFA OF SAN DIEGO LLC | COM STK | 2953 | $11,660 | 200 | 0.00 | 200 | +Inf | 09-30-2023 | |
FIRST COMMUNITY TRUST NA | COM STK | 2954 | $10,408 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |