Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERIGON WEALTH MANAGEMENT LLC | COM | 1051 | $3,249,643 | 15,833 | 0.00 | 0.00 | 500 | 3.26 | 03-31-2024 |
HORIZON INVESTMENTS LLC | COM | 1052 | $3,263,122 | 15,812 | 0.00 | 0.00 | 817 | 5.45 | 06-30-2023 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 1053 | $3,243,771 | 15,804 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PFG ADVISORS | COM | 1054 | $3,313,918 | 15,802 | 0.00 | 0.00 | -1,315 | -7.68 | 12-31-2023 |