Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 134 | +Inf | 12-31-2023 | |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 3652 | $13,571 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | CL B | 3653 | $13,572 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC | CL B | 3654 | $17,000 | 125 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |