Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSIGNEO ADVISORY SERVICES LLC | COM | 1151 | $558,691 | 6,507 | 0.00 | 0.00 | 751 | 13.05 | 03-31-2024 |
TRUST ASSET MANAGEMENT LLC | COM | 1152 | $558,004 | 6,499 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRIMES & COMPANY INC | COM | 1153 | $557,020 | 6,488 | 0.00 | 0.00 | 26 | 0.40 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 1154 | $534,697 | 6,481 | 0.00 | 0.00 | 417 | 6.88 | 12-31-2023 |