Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | COM | 1051 | $5,017 | 12 | 0.00 | 0.00 | -21 | -63.64 | 12-31-2023 |
JFS WEALTH ADVISORS LLC | COM | 1052 | $5,101 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST PREMIER BANK | COM | 1053 | $5,000 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
LENOX WEALTH ADVISORS LLC | COM | 1054 | $5,000 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |