Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 901 | $452,000 | 3,621 | 0.03 | 0.00 | 15 | 0.42 | 03-31-2024 |
UNIQUE WEALTH STRATEGIES LLC | COM | 902 | $500,533 | 3,609 | 0.00 | 3,609 | +Inf | 03-31-2024 | |
AVANTAX ADVISORY SERVICES INC | COM | 903 | $499,459 | 3,601 | 0.00 | 0.00 | 942 | 35.43 | 03-31-2024 |
CAPITAL INSIGHT PARTNERS LLC | COM | 904 | $499,320 | 3,600 | 0.00 | 0.00 | 1,052 | 41.29 | 03-31-2024 |