Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVER OAK SECURITIES INC | COM | 1051 | $240,677 | 4,060 | 0.00 | 0.00 | -16,766 | -80.51 | 03-31-2024 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 1052 | $240,499 | 4,057 | 0.00 | 0.00 | -584 | -12.58 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 1053 | $388,000 | 4,036 | 0.01 | 0.01 | -1,345 | -25.00 | 12-31-2021 |
COVESTOR LTD | COMMON | 1054 | $239,000 | 4,033 | 0.15 | 0.14 | 413 | 11.41 | 03-31-2024 |