Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEHAND INC | TECHNOLOGY | 1101 | $60,000 | 3,836 | 0.04 | 0.03 | 0 | 0.00 | 12-31-2021 |
SPIRE WEALTH MANAGEMENT | COM | 1102 | $67,952 | 3,833 | 0.00 | 0.00 | -414 | -9.75 | 03-31-2024 |
SITTNER & NELSON LLC | COM | 1103 | $66,097 | 3,728 | 0.00 | 0.00 | -56 | -1.48 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 1104 | $65,938 | 3,719 | 0.00 | 0.00 | 3,359 | 933.06 | 03-31-2024 |