Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | COM | 1751 | $51,819 | 59 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHWEST FINANCIAL ADVISORS | COM | 1752 | $55,822 | 58 | 0.00 | 58 | +Inf | 03-31-2024 | |
STEWARD FINANCIAL GROUP LLC | COM | 1753 | $46,000 | 57 | 0.02 | 0.01 | 18 | 46.15 | 03-31-2023 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 1754 | $54,862 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |