Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURIAN ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,361 | -11.66 | 03-31-2024 |
CERITY PARTNERS LLC | Equity | Liquidated | $0 | 0 | 0.00 | 10,187 | +Inf | 03-31-2024 | |
CENTRAL TRUST CO | COM | 453 | $378,548 | 10,176 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 454 | $403,320 | 10,083 | 0.00 | 0.00 | -8 | -0.08 | 06-30-2023 |