Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL BANK | SHS CLASS A | 2201 | $639,842 | 1,846 | 0.00 | 0.00 | 995 | 116.92 | 03-31-2024 |
DIVERSIFIED PORTFOLIOS INC | COM | 2202 | $638,109 | 1,841 | 0.00 | 0.00 | 5 | 0.27 | 03-31-2024 |
TRUADVICE LLC | SHS CLASS A | 2203 | $587,910 | 1,839 | 0.00 | 0.00 | 78 | 4.43 | 09-30-2023 |
MILLER INVESTMENT MANAGEMENT LP | SHS CLASS A | 2204 | $635,336 | 1,833 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |