Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IAG WEALTH PARTNERS LLC | Common Stock | 2851 | $188,941 | 460 | 0.00 | 0.00 | -25 | -5.15 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | 2852 | $188,940 | 460 | 0.00 | 0.00 | 1 | 0.22 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | COM | 2853 | $187,974 | 457 | 0.00 | 0.00 | 40 | 9.59 | 03-31-2024 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $184,422 | 449 | 0.00 | 0.00 | 449 | +Inf | 03-31-2024 |