Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 2401 | $378,564 | 2,049 | 0.00 | 0.06 | -269 | -11.60 | 09-30-2023 |
ANGELES WEALTH MANAGEMENT LLC | COM | 2402 | $420,147 | 2,047 | 0.00 | 0.00 | 116 | 6.01 | 03-31-2024 |
ROMAN BUTLER FULLERTON & CO | COM | 2403 | $400,265 | 2,047 | 0.00 | 0.00 | -95 | -4.44 | 03-31-2024 |
CHEMISTRY WEALTH MANAGEMENT LLC | COM | 2404 | $419,361 | 2,043 | 0.00 | 0.00 | -8 | -0.39 | 03-31-2024 |