Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FOUR ADVISORY SERVICES LLC | COM | 1001 | $1,018,798 | 7,643 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | REIT | 1002 | $935,544 | 7,629 | 0.00 | 0.00 | -381 | -4.76 | 06-30-2023 |
SYON CAPITAL LLC | REIT | 1003 | $991,970 | 7,618 | 0.00 | 0.00 | 424 | 5.89 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 1004 | $991,607 | 7,614 | 0.00 | 0.00 | -1 | -0.01 | 03-31-2024 |