Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON FINANCIAL MANGEMENT LLC | COM | 1401 | $218,521 | 561 | 0.00 | 0.00 | 34 | 6.45 | 09-30-2023 |
NORTHWEST WEALTH MANAGEMENT LLC | COM | 1402 | $257,510 | 559 | 0.00 | 0.00 | 5 | 0.90 | 12-31-2023 |
HARBOUR INVESTMENTS INC | COM | 1403 | $257,531 | 559 | 0.00 | 0.00 | 102 | 22.32 | 12-31-2023 |
SIGMA PLANNING CORP | COM | 1404 | $256,129 | 556 | 0.00 | 0.00 | -255 | -31.44 | 12-31-2023 |