Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BSW WEALTH PARTNERS | COM | 1401 | $1,103,188 | 1,697 | 0.00 | 0.00 | -108 | -5.98 | 03-31-2024 |
BRIDGES INVESTMENT MANAGEMENT INC | COM | 1402 | $646,000 | 1,689 | 0.02 | 1,689 | +Inf | 03-31-2021 | |
ALPHACORE CAPITAL LLC | COM | 1403 | $1,090,207 | 1,677 | 0.00 | 0.00 | -34 | -1.99 | 03-31-2024 |
PARTHENON LLC | COM | 1404 | $1,088,750 | 1,675 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |