Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | NTRS | 1001 | $11,886 | 146 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
ORG PARTNERS LLC | NTRS | Liquidated | $0 | 0 | 0.00 | 145 | +Inf | 03-31-2024 | |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1003 | $10,454 | 141 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SALEM INVESTMENT COUNSELORS INC | COM | 1004 | $12,465 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |