Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 701 | $232,000 | 342 | 0.01 | 342 | +Inf | 06-30-2021 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 702 | $92,981 | 319 | 0.00 | 0.00 | -569 | -64.08 | 12-31-2023 |
OAKWORTH CAPITAL INC | COMMON STOCK | 703 | $97,229 | 295 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CWM LLC | COM | 704 | $101,000 | 290 | 0.00 | 0.00 | 14 | 5.07 | 03-31-2024 |