Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GATEWAY WEALTH PARTNERS LLC | COM | 801 | $302,670 | 1,500 | 0.00 | 1,500 | +Inf | 12-31-2023 | |
ALPHA OMEGA WEALTH MANAGEMENT LLC | COM | 802 | $476,295 | 1,500 | 0.00 | 0.00 | -255 | -14.53 | 03-31-2024 |
FIRST INTERSTATE BANK | COM | 803 | $269,000 | 1,500 | 0.03 | 1,500 | +Inf | 03-31-2021 | |
CORECAP ADVISORS LLC | COM | 804 | $300,450 | 1,489 | 0.00 | 1,489 | +Inf | 12-31-2023 |