Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IRONBRIDGE PRIVATE WEALTH LLC | COM | 3451 | $7,653,319 | 18,191 | 0.00 | 0.00 | 310 | 1.73 | 03-31-2024 |
ACCREDITED INVESTORS INC | COM | 3452 | $7,652,795 | 18,190 | 0.00 | 0.00 | 974 | 5.66 | 03-31-2024 |
CATALYTIC WEALTH RIA LLC | COM | 3453 | $6,835,655 | 18,178 | 0.00 | 18,178 | +Inf | 12-31-2023 | |
CREEGAN & NASSOURA FINANCIAL GROUP LLC | COM | 3454 | $7,647,899 | 18,178 | 0.01 | 0.01 | -780 | -4.11 | 03-31-2024 |