Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNING INC | COM | 1301 | $390,830 | 2,259 | 0.00 | 0.00 | -40 | -1.74 | 03-31-2024 |
EVERGREEN WEALTH SOLUTIONS LLC | COM | 1302 | $315,683 | 2,255 | 0.00 | 0.00 | 11 | 0.49 | 12-31-2023 |
OLISTICO WEALTH LLC | COM | 1303 | $315,515 | 2,254 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BEDDOW CAPITAL MANAGEMENT INC | COM | 1304 | $389,000 | 2,250 | 0.17 | 0.15 | 0 | 0.00 | 03-31-2024 |