Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST FINANCIAL ADVISORS | COM | 2101 | $37,620 | 90 | 0.00 | 0.00 | 71 | 373.68 | 03-31-2024 |
DB WEALTH MANAGEMENT GROUP LLC | Common Stock | 2102 | $36,213 | 89 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GREAT LAKES RETIREMENT INC | COM | 2103 | $41,247 | 88 | 0.00 | 88 | +Inf | 06-30-2024 | |
REILLY FINANCIAL ADVISORS LLC | COM | 2104 | $18,000 | 81 | 0.00 | 0.00 | 13 | 19.12 | 12-31-2021 |