Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MIDWEST BANK TRUST DIVISION | COM | 4001 | $520,000 | 492 | 0.07 | 0.04 | 141 | 40.17 | 12-31-2021 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 4002 | $85,210 | 485 | 0.00 | 485 | +Inf | 03-31-2024 | |
CALDWELL SUTTER CAPITAL INC | COM | 4003 | $85,258 | 485 | 0.00 | 0.00 | 303 | 166.48 | 03-31-2024 |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 4004 | $84,555 | 481 | 0.00 | 0.00 | 12 | 2.56 | 03-31-2024 |