Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KPP ADVISORY SERVICES LLC | Com | 1351 | $456,710 | 1,550 | 0.00 | 1,550 | +Inf | 03-31-2024 | |
TRUE LINK FINANCIAL ADVISORS LLC | Stock | 1352 | $453,466 | 1,539 | 0.00 | 1,539 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1353 | $453,000 | 1,536 | 0.07 | 0.06 | -90 | -5.54 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 1354 | $367,060 | 1,532 | 0.00 | 0.00 | -9 | -0.58 | 12-31-2023 |