Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 1301 | $1,458 | 13 | 0.00 | 0.00 | -8 | -38.10 | 03-31-2024 |
SACHETTA LLC | COM | 1302 | $1,329 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 1303 | $1,192 | 12 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TRUVESTMENTS CAPITAL LLC | COM | 1304 | $1,092 | 11 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |