Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 751 | $3,684 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COREFIRST BANK & TRUST | Com | 752 | $4,374 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 753 | $4,374 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 754 | $3,521 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |