Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATWOOD & PALMER INC | COM | 2251 | $418,740 | 5,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARALPHA TECHNOLOGIES LP | COM | 2252 | $417,544 | 5,235 | 0.00 | 5,235 | +Inf | 03-31-2024 | |
FIRSTPURPOSE WEALTH LLC | COM | 2253 | $365,508 | 5,235 | 0.00 | 0.00 | 314 | 6.38 | 09-30-2023 |
SAMALIN INVESTMENT COUNSEL LLC | COM | 2254 | $417,027 | 5,229 | 0.00 | 0.00 | -346 | -6.21 | 03-31-2024 |