Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | Stock | 1801 | $549,366 | 659 | 0.00 | 0.00 | 19 | 2.97 | 03-31-2024 |
BLUEPRINT INVESTMENT PARTNERS LLC | Stock | 1802 | $535,768 | 659 | 0.00 | 659 | +Inf | 12-31-2023 | |
JACOBI CAPITAL MANAGEMENT LLC | COM | 1803 | $533,866 | 658 | 0.00 | 0.00 | 7 | 1.08 | 12-31-2023 |
BREMER BANK NATIONAL ASSOCIATION | COM | 1804 | $547,741 | 657 | 0.00 | 0.00 | -1,038 | -61.24 | 03-31-2024 |