Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATWOOD & PALMER INC | COM | 2451 | $44,850 | 69 | 0.00 | 0.00 | 2 | 2.99 | 03-31-2024 |
SPECTRUM WEALTH COUNSEL LLC | COM | 2452 | $42,503 | 68 | 0.00 | 68 | +Inf | 12-31-2023 | |
PACIFICA PARTNERS INC | COM | 2453 | $41,491 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARRETT & COMPANY INC | COM | 2454 | $40,811 | 65 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |