Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCREDITED INVESTORS INC | COM | 2301 | $285,557 | 4,650 | 0.00 | 0.00 | 60 | 1.31 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 2302 | $310,767 | 4,639 | 0.00 | 0.00 | 577 | 14.20 | 03-31-2024 |
CLARIUS GROUP LLC | COM | 2303 | $310,365 | 4,633 | 0.00 | 0.00 | -1,861 | -28.66 | 03-31-2024 |
SAGEVIEW ADVISORY GROUP LLC | COM | 2304 | $294,379 | 4,623 | 0.00 | 4,623 | +Inf | 12-31-2023 |