Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRIMES & COMPANY INC | COM | 1801 | $327,721 | 2,780 | 0.00 | 0.00 | 39 | 1.42 | 03-31-2024 |
APRIEM ADVISORS | COM | 1802 | $235,965 | 2,765 | 0.00 | 2,765 | +Inf | 12-31-2023 | |
FINER WEALTH MANAGEMENT INC | COM | 1803 | $325,655 | 2,762 | 0.00 | 0.00 | -597 | -17.77 | 03-31-2024 |
DILIGENT INVESTORS LLC | COM | 1804 | $235,017 | 2,754 | 0.00 | 2,754 | +Inf | 12-31-2023 |