Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESTINATION WEALTH MANAGEMENT | COM | 2551 | $987,190 | 1,838 | 0.00 | 0.00 | 155 | 9.21 | 09-30-2023 |
HORIZON INVESTMENT SERVICES LLC | COM | 2552 | $1,428,335 | 1,836 | 0.00 | 0.00 | 7 | 0.38 | 03-31-2024 |
TRUADVICE LLC | COM | 2553 | $1,096,798 | 1,835 | 0.00 | 0.00 | -195 | -9.61 | 09-30-2023 |
AFFIANCE FINANCIAL LLC | COM | 2554 | $985,634 | 1,835 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |