Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 3301 | $14,000 | 77 | 0.01 | 0.00 | -149 | -65.93 | 03-31-2024 |
KEENER FINANCIAL PLANNING LLC | COM | 3302 | $14,000 | 76 | 0.01 | 76 | +Inf | 03-31-2024 | |
STEPH & CO | COM | Liquidated | $0 | 0 | 0.00 | 76 | +Inf | 12-31-2023 | |
TIAA FSB | COMSTOCK | 3304 | $9,892 | 75 | 0.00 | 0.00 | 45 | 150.00 | 06-30-2023 |