Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 1201 | $3,382 | 118 | 0.00 | 0.00 | 60 | 103.45 | 09-30-2023 |
FORMULAFOLIO INVESTMENTS LLC | COM | 1202 | $4,000 | 115 | 0.00 | 115 | +Inf | 06-30-2021 | |
KEY FINANCIAL INC | COM | 1203 | $3,558 | 109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1204 | $3,328 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |