Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | CL A | 1701 | $534,595 | 7,380 | 0.00 | 0.00 | 115 | 1.58 | 12-31-2023 |
WBH ADVISORY INC | CL A | 1702 | $515,501 | 7,364 | 0.00 | 0.00 | -649 | -8.10 | 03-31-2024 |
GUARDIAN WEALTH ADVISORS LLC / NC | CL A | 1703 | $513,558 | 7,337 | 0.00 | 0.00 | -52 | -0.70 | 03-31-2024 |
HUMANKIND INVESTMENTS LLC | CL A | 1704 | $512,680 | 7,324 | 0.00 | 0.00 | 464 | 6.76 | 03-31-2024 |