Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEDMONT PRIVATE CAPITAL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,131 | 13.93 | 12-31-2023 |
ALEXANDRIA CAPITAL LLC | COM | 1202 | $883,000 | 9,253 | 0.08 | 0.09 | -190 | -2.01 | 06-30-2021 |
SITTNER & NELSON LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 0.12 | 03-31-2024 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -113,682 | -92.51 | 03-31-2024 |