Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 1451 | $1,254,754 | 14,398 | 0.00 | 0.00 | -2,740 | -15.99 | 03-31-2024 |
MIDWEST WEALTH MANAGEMENT INC | Stock | 1452 | $1,597,000 | 14,393 | 0.97 | 0.86 | 1,060 | 7.95 | 03-31-2022 |
SPIRE WEALTH MANAGEMENT | SHS | 1453 | $1,245,834 | 14,295 | 0.00 | 0.00 | 253 | 1.80 | 03-31-2024 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | Common Stock | 1454 | $1,149,399 | 14,257 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |