Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 901 | $1,964 | 21 | 0.00 | 0.00 | 2 | 10.53 | 06-30-2024 |
LARSON FINANCIAL GROUP LLC | COM | 902 | $1,777 | 19 | 0.00 | 0.00 | -873 | -97.87 | 06-30-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 903 | $1,684 | 18 | 0.00 | 18 | +Inf | 06-30-2024 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 904 | $1,466 | 16 | 0.00 | 0.00 | 6 | 60.00 | 03-31-2024 |