Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOLSTEIN CAPITAL LLC | COM | 651 | $11,227 | 213 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 652 | $15,325 | 213 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROSENBERG MATTHEW HAMILTON | Stock | 653 | $10,542 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SITTNER & NELSON LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |