Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NVWM LLC | COM | 1201 | $13,373 | 240 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PINNACLE FINANCIAL PARTNERS INC | COM | 1202 | $9,549 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON MITCHELL INVESTMENT COUNSEL INC | COM | 1203 | $9,191 | 231 | 0.00 | 231 | +Inf | 03-31-2024 | |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 1204 | $12,511 | 225 | 0.00 | 0.00 | 1 | 0.45 | 09-30-2023 |