Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARE FINANCIAL SERVICES INC | REIT | 1801 | $9,262 | 173 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSC WEALTH ADVISORS LLC | COM | 1802 | $8,981 | 166 | 0.00 | 0.00 | -101 | -37.83 | 03-31-2024 |
SITTNER & NELSON LLC | COM | 1803 | $8,818 | 163 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFS ADVISORS LLC | REIT | 1804 | $9,506 | 159 | 0.00 | 0.02 | 0 | 0.00 | 06-30-2023 |