Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM FINANCIAL GROUP LLC | Stock | 4301 | $41,993 | 169 | 0.00 | 169 | +Inf | 12-31-2023 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 4302 | $39,260 | 158 | 0.00 | 158 | +Inf | 12-31-2023 | |
TFO-TDC LLC | COM | 4303 | $41,360 | 158 | 0.00 | 0.00 | 150 | 1875.00 | 06-30-2023 |
COREFIRST BANK & TRUST | Com | 4304 | $27,247 | 155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |