Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIENA CAPITAL LLC | Stock | 3851 | $32,000 | 326 | 0.02 | 0.03 | -187 | -36.45 | 09-30-2022 |
LAKE POINT WEALTH MANAGEMENT | COM | 3852 | $35,000 | 322 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |
PFS PARTNERS LLC | COM | 3853 | $35,008 | 308 | 0.00 | 308 | +Inf | 03-31-2024 | |
GREENWOOD GEARHART INC | Stock | 3854 | $33,571 | 305 | 0.00 | 305 | +Inf | 12-31-2023 |