Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAZARD ASSET MANAGEMENT LLC | Common Stock | 701 | $17,000 | 250 | 0.00 | 0.00 | 8 | 3.31 | 12-31-2023 |
PINNACLE WEALTH ADVISORS | COM | 702 | $27,000 | 250 | 0.00 | 250 | +Inf | 06-30-2021 | |
FARTHER FINANCE ADVISORS LLC | Stock | 703 | $19,426 | 248 | 0.00 | 248 | +Inf | 06-30-2023 | |
RIVERVIEW TRUST CO | Com | Liquidated | $16,918 | 212 | 0.00 | 0.00 | 212 | +Inf | 03-31-2024 |