Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT BICKHAM LAGUDIS LLC | COM | 2251 | $18,980 | 37 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
ATWOOD & PALMER INC | COM | 2252 | $19,186 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 2253 | $18,706 | 36 | 0.00 | 36 | +Inf | 03-31-2024 | |
SYNTAX RESEARCH INC | COM | 2254 | $17,096 | 36 | 0.00 | 36 | +Inf | 12-31-2023 |