Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREAT LAKES RETIREMENT INC | CL A | 2051 | $21,097 | 82 | 0.00 | 82 | +Inf | 06-30-2024 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 2052 | $21,000 | 81 | 0.01 | 0.00 | 25 | 44.64 | 06-30-2024 |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 2053 | $18,540 | 80 | 0.00 | 0.01 | 80 | +Inf | 12-31-2022 |
JNBA FINANCIAL ADVISORS | CL A | 2054 | $20,583 | 80 | 0.00 | 0.00 | -26 | -24.53 | 06-30-2024 |