Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPSTONE FINANCIAL ADVISORS INC | COM | 2701 | $1,466,661 | 12,618 | 0.00 | 0.00 | 40 | 0.32 | 03-31-2024 |
TRIAD FINANCIAL ADVISORS INC | COM | 2702 | $1,483,457 | 12,616 | 0.00 | 0.00 | 585 | 4.86 | 09-30-2023 |
ABEL HALL LLC | COM | 2703 | $1,460,545 | 12,565 | 0.00 | 0.00 | 445 | 3.67 | 03-31-2024 |
LIFESTEPS FINANCIAL INC | Stock | 2704 | $1,459,790 | 12,558 | 0.00 | 0.00 | 66 | 0.53 | 03-31-2024 |