Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 752 | $1,623 | 657 | 0.00 | 0.00 | -127 | -16.20 | 03-31-2024 |
RISE ADVISORS LLC | 0 | 753 | $1,398 | 608 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RE DICKINSON INVESTMENT ADVISORS LLC | COM | 754 | $1,000 | 586 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |