Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | COM | 751 | $20,553 | 569 | 0.00 | 0.00 | 62 | 12.23 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 752 | $18,584 | 569 | 0.00 | 569 | +Inf | 12-31-2023 | |
ALLWORTH FINANCIAL LP | COM | 753 | $16,532 | 565 | 0.00 | 0.00 | 22 | 4.05 | 06-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 754 | $18,963 | 525 | 0.00 | 0.00 | -56 | -9.64 | 03-31-2024 |