Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALDWELL SUTTER CAPITAL INC | CL A | 901 | $2,075 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 902 | $2,000 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 903 | $1,729 | 5 | 0.00 | 0.00 | -3 | -37.50 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 904 | $2,000 | 5 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |