Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 2351 | $31,000 | 109 | 0.01 | 0.01 | 29 | 36.25 | 03-31-2023 |
NORTHWEST FINANCIAL ADVISORS | COM | 2352 | $26,206 | 108 | 0.00 | 0.00 | 27 | 33.33 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 2353 | $28,658 | 104 | 0.00 | 0.00 | 8 | 8.33 | 12-31-2023 |
TRANSCENDENT CAPITAL GROUP LLC | COM | 2354 | $27,928 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |