Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACT PARTNERSHIP WEALTH LLC | COM | 901 | $671,287 | 5,719 | 0.00 | 0.00 | -1,097 | -16.09 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 902 | $504,001 | 5,713 | 0.00 | 0.00 | -182 | -3.09 | 06-30-2023 |
PETRUS TRUST COMPANY LTA | COM | 903 | $503,736 | 5,710 | 0.00 | 0.00 | 2,654 | 86.85 | 06-30-2023 |
SARGENT BICKHAM LAGUDIS LLC | COM | 904 | $565,099 | 5,682 | 0.00 | 0.04 | -35 | -0.61 | 12-31-2022 |