Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST INTERSTATE BANK | COM | 3101 | $222,000 | 2,034 | 0.03 | 2,034 | +Inf | 03-31-2021 | |
HOBART PRIVATE CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 89 | 4.59 | 12-31-2021 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3103 | $194,516 | 2,026 | 0.00 | 2,026 | +Inf | 12-31-2023 | |
ADVISORNET FINANCIAL INC | Stock | 3104 | $184,962 | 2,024 | 0.00 | 0.00 | 633 | 45.51 | 03-31-2024 |