Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR CAPITAL ADVISORS LLC | COM | 1151 | $544,562 | 2,390 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COZAD ASSET MANAGEMENT INC | COM | 1152 | $550,035 | 2,390 | 0.00 | 0.00 | -400 | -14.34 | 03-31-2024 |
CANVAS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,093 | -68.07 | 03-31-2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 1154 | $544,127 | 2,385 | 0.00 | 0.69 | -113 | -4.52 | 03-31-2024 |