Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 801 | $89,595 | 456 | 0.00 | 456 | +Inf | 03-31-2024 | |
BURKETT FINANCIAL SERVICES LLC | Equity | 802 | $86,046 | 432 | 0.00 | 0.00 | 1 | 0.23 | 03-31-2024 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | Liquidated | $0 | 0 | 0.04 | 0.04 | -46 | -9.70 | 03-31-2024 |
STATE OF WYOMING | COM | 804 | $71,688 | 396 | 0.00 | 396 | +Inf | 06-30-2023 |