Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 2251 | $1,147,131 | 21,338 | 0.00 | 0.14 | -1,880 | -8.10 | 09-30-2023 |
CATALYST FINANCIAL PARTNERS LLC | COM | 2252 | $1,073,803 | 21,255 | 0.00 | 0.00 | -2,842 | -11.79 | 12-31-2023 |
BIVIN & ASSOCIATES INC | COM | 2253 | $903,000 | 21,169 | 0.97 | 1.00 | 1,601 | 8.18 | 06-30-2022 |
MIRACLE MILE ADVISORS LLC | COM | 2254 | $1,055,657 | 21,151 | 0.00 | 0.00 | 1,620 | 8.29 | 03-31-2024 |