Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 401 | $1,949 | 121 | 0.00 | 121 | +Inf | 03-31-2024 | |
PINERIDGE ADVISORS LLC | COM | 402 | $1,835 | 114 | 0.00 | 0.00 | -180 | -61.22 | 03-31-2024 |
PINNACLE BANCORP INC | COM | 403 | $1,610 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 404 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |