Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALDEBARAN FINANCIAL INC | COM | 4251 | $200,310 | 1,100 | 0.00 | 1,100 | +Inf | 03-31-2024 | |
UNITED BANK | COM | 4252 | $200,128 | 1,099 | 0.00 | 1,099 | +Inf | 03-31-2024 | |
VISTA CAPITAL PARTNERS INC | COM | 4253 | $200,128 | 1,099 | 0.00 | 1,099 | +Inf | 03-31-2024 | |
FINANCIAL CONNECTIONS GROUP INC | COM | 4254 | $200,000 | 1,094 | 0.22 | 0.10 | 48 | 4.59 | 03-31-2024 |