Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRAIRIE SKY FINANCIAL GROUP LLC | Common Stock | 701 | $577,680 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INTERVAL PARTNERS LP | COM | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 12-31-2023 | |
EVERETT HARRIS & CO /CA/ | COM | 703 | $592,440 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTH QUARTERBACK LLC | COM | 704 | $590,423 | 1,993 | 0.00 | 1,993 | +Inf | 03-31-2024 |