Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 168 | +Inf | 12-31-2023 | |
SOLSTEIN CAPITAL LLC | COM | 3102 | $16,965 | 165 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FIRST PREMIER BANK | COM | 3103 | $29,000 | 163 | 0.01 | 0.01 | -187 | -53.43 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 3104 | $15,000 | 161 | 0.00 | 0.00 | 100 | 163.93 | 03-31-2023 |