Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JMG FINANCIAL GROUP LTD | COM | 5051 | $2,115,642 | 5,029 | 0.00 | 0.00 | -191 | -3.66 | 03-31-2024 |
ATWOOD & PALMER INC | COM | 5052 | $2,114,539 | 5,026 | 0.00 | 0.00 | 138 | 2.82 | 03-31-2024 |
BROUWER & JANACHOWSKI LLC | COM | 5053 | $1,415,000 | 5,017 | 0.25 | 0.22 | 302 | 6.41 | 09-30-2021 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 5054 | $2,110,735 | 5,016 | 0.00 | 0.00 | -105 | -2.05 | 03-31-2024 |