Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 401 | $48,000 | 795 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 402 | $22,207 | 760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFP ADVISORS INC | cs | 403 | $24,294 | 720 | 0.00 | 0.00 | 25 | 3.60 | 12-31-2023 |
M&R CAPITAL MANAGEMENT INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |