Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BKM WEALTH MANAGEMENT LLC | COM | 451 | $891,889 | 42,797 | 0.00 | 0.00 | 3,536 | 9.01 | 06-30-2024 |
STONEX GROUP INC | COM | 452 | $881,000 | 42,293 | 0.09 | 0.08 | 6,640 | 18.62 | 06-30-2024 |
HARBOUR INVESTMENTS INC | COM | 453 | $876,273 | 42,048 | 0.00 | 0.00 | 52 | 0.12 | 06-30-2024 |
PLAN GROUP FINANCIAL LLC | COM | 454 | $871,720 | 41,829 | 0.00 | 0.00 | 17,145 | 69.46 | 06-30-2024 |