Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT BICKHAM LAGUDIS LLC | COM | 351 | $305 | 40 | 0.00 | 0.00 | -40 | -50.00 | 12-31-2022 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 352 | $387 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BRADLEY & CO PRIVATE WEALTH MANAGEMENT LLC | COM | 353 | $209 | 38 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRAIRIEVIEW PARTNERS LLC | COM | 354 | $1,000 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |