Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | 1151 | $2,034 | 17 | 0.00 | 0.00 | -504 | -96.74 | 03-31-2024 |
ATWOOD & PALMER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 16 | +Inf | 12-31-2023 | |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 1154 | $1,794 | 15 | 0.00 | 15 | +Inf | 03-31-2024 |