Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATONRA PARTNERS | COM | 1051 | $295,022 | 2,122 | 0.00 | 0.00 | -206 | -8.85 | 12-31-2023 |
WEALTHSOURCE PARTNERS LLC | COM | 1052 | $293,004 | 2,118 | 0.00 | 0.02 | 581 | 37.80 | 03-31-2023 |
HARBOUR INVESTMENTS INC | COM | 1053 | $293,049 | 2,108 | 0.00 | 0.00 | 212 | 11.18 | 12-31-2023 |
BALASA DINVERNO & FOLTZ LLC | COM | 1054 | $256,000 | 2,105 | 0.02 | 0.02 | -17 | -0.80 | 09-30-2022 |