Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NARUS FINANCIAL PARTNERS LLC | COM | 1301 | $526,047 | 1,099 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FALCON WEALTH PLANNING | COM | 1302 | $521,261 | 1,089 | 0.00 | 0.00 | -10 | -0.91 | 03-31-2024 |
FINANCIAL ENGINES ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 406 | 59.88 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 1304 | $517,041 | 1,080 | 0.00 | 0.00 | -287 | -20.99 | 03-31-2024 |