Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SONORA INVESTMENT MANAGEMENT LLC | COM | 401 | $6,000 | 486 | 0.00 | 486 | +Inf | 09-30-2021 | |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 402 | $4,833 | 441 | 0.00 | 441 | +Inf | 03-31-2024 | |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 403 | $4,000 | 427 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CITY STATE BANK | COM | 404 | $4,000 | 400 | 0.00 | 0.01 | -661 | -62.30 | 03-31-2024 |