Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FINANCIAL MANAGEMENT INC | COM | 1001 | $13,716 | 370 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1002 | $11,751 | 317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATLAS CAPITAL ADVISORS LLC | Equity | 1003 | $12,023 | 311 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 1004 | $7,000 | 311 | 0.00 | 0.00 | 122 | 64.55 | 06-30-2021 |