Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST PERSONAL FINANCIAL SERVICES | COM | 1551 | $19,650 | 136 | 0.00 | 0.00 | 27 | 24.77 | 12-31-2023 |
JNBA FINANCIAL ADVISORS | COM | 1552 | $22,106 | 130 | 0.00 | 0.00 | 50 | 62.50 | 09-30-2023 |
LENOX WEALTH ADVISORS LLC | COM | 1553 | $27,000 | 126 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
VALLEY NATIONAL ADVISERS INC | COM | 1554 | $16,000 | 126 | 0.00 | 0.00 | 72 | 133.33 | 03-31-2024 |