Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 651 | $37,000 | 785 | 0.00 | 785 | +Inf | 06-30-2021 | |
LINDBROOK CAPITAL LLC | REIT | 652 | $32,226 | 754 | 0.00 | 0.00 | 328 | 77.00 | 03-31-2024 |
ALTSHULER SHAHAM LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -125 | -14.97 | 12-31-2023 |
FOURTHOUGHT FINANCIAL LLC | REIT | 654 | $27,000 | 680 | 0.00 | 680 | +Inf | 09-30-2022 |