Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 651 | $3,235 | 18 | 0.00 | 18 | +Inf | 06-30-2023 | |
MONTAG A & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 20.00 | 03-31-2024 |
FIRST PREMIER BANK | COM | 653 | $3,000 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 654 | $3,432 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |