Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SITTNER & NELSON LLC | COM | 1151 | $61,014 | 1,026 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BAY HARBOR WEALTH MANAGEMENT LLC | Real Estate Investment Trust | 1152 | $82,558 | 1,021 | 0.00 | 0.00 | -15 | -1.45 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | REIT | 1153 | $57,275 | 1,008 | 0.00 | 1,008 | +Inf | 06-30-2023 | |
HEXAGON CAPITAL PARTNERS LLC | REIT | 1154 | $80,210 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |