Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM | 1251 | $46,914 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 1252 | $46,932 | 295 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JNBA FINANCIAL ADVISORS | COM | 1253 | $38,503 | 291 | 0.00 | 0.01 | 0 | 0.00 | 09-30-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 1254 | $44,100 | 282 | 0.00 | 0.00 | 277 | 5540.00 | 03-31-2024 |