Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKY MOUNTAIN ADVISERS LLC | COM | 551 | $13,417 | 72 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SRS CAPITAL ADVISORS INC | COM | 552 | $13,231 | 71 | 0.00 | 0.00 | 58 | 446.15 | 06-30-2024 |
ADDISON ADVISORS LLC | COM | 553 | $12,672 | 68 | 0.00 | 0.00 | -5 | -6.85 | 06-30-2024 |
BELL INVESTMENT ADVISORS INC | COM | 554 | $9,385 | 58 | 0.00 | 0.00 | -3 | -4.92 | 03-31-2024 |