Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRIMES & COMPANY INC | COM | 1551 | $426,550 | 1,174 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PROSPERA FINANCIAL SERVICES INC | COM | 1552 | $351,255 | 1,173 | 0.00 | 0.00 | -256 | -17.91 | 12-31-2023 |
TRUEHAND INC | FINANCIAL | 1553 | $267,000 | 1,162 | 0.16 | 0.14 | -11 | -0.94 | 12-31-2021 |
TILT INVESTMENT MANAGEMENT HOLDINGS PBC | COM | 1554 | $347,961 | 1,162 | 0.00 | 0.00 | -451 | -27.96 | 12-31-2023 |