Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST QUADRANT WEALTH MANAGEMENT LLC | COM | 2151 | $307,732 | 3,359 | 0.00 | 0.00 | -169 | -4.79 | 03-31-2024 |
PRIVATE WEALTH PARTNERS LLC | COM | 2152 | $315,638 | 3,355 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 2153 | $306,927 | 3,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOVEREIGN FINANCIAL GROUP INC | COM | 2154 | $306,102 | 3,341 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |