Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCILRATH & ECK LLC | COM | 2051 | $18,563 | 63 | 0.00 | 0.00 | 1 | 1.61 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 2052 | $13,480 | 59 | 0.00 | 0.00 | -7 | -10.61 | 09-30-2023 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 2053 | $13,951 | 58 | 0.00 | 58 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 56 | +Inf | 12-31-2023 |