Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HEARTLAND CONSULTANTS INC | COM | Liquidated | $0 | 0 | 0.03 | 0.00 | -945 | -42.17 | 12-31-2023 |
AVANTAX ADVISORY SERVICES INC | COM | 1302 | $315,307 | 1,295 | 0.00 | 1,295 | +Inf | 12-31-2023 | |
CRESTMONT PRIVATE WEALTH LLC | COM | 1303 | $335,681 | 1,289 | 0.00 | 0.00 | 124 | 10.64 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1304 | $334,881 | 1,286 | 0.00 | 0.00 | 39 | 3.13 | 03-31-2024 |