Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INGALLS & SNYDER LLC | Call | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
FAMILY CFO INC | COM | 3452 | $142,160 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LUMATURE WEALTH PARTNERS LLC | COM | 3453 | $111,010 | 500 | 0.00 | 0.00 | 83 | 19.90 | 06-30-2023 |
PINNACLE BANCORP INC | COM | 3454 | $140,170 | 493 | 0.00 | 0.00 | 48 | 10.79 | 03-31-2024 |