Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 2101 | $8,967 | 189 | 0.00 | 0.00 | -72 | -27.59 | 06-30-2024 |
WEBSTER BANK N A | COM | 2102 | $8,722 | 184 | 0.00 | 0.00 | -99 | -34.98 | 06-30-2024 |
ORG PARTNERS LLC | COMMON STOCK | 2103 | $9,369 | 183 | 0.00 | 183 | +Inf | 03-31-2024 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 2104 | $8,485 | 179 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |