Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US BANCORP \DE\ | COM | 251 | $19,829 | 934 | 0.00 | 0.00 | 766 | 455.95 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 252 | $13,145 | 594 | 0.00 | 0.00 | 551 | 1281.40 | 03-31-2024 |
OSAIC HOLDINGS INC | COM | 253 | $10,523 | 496 | 0.00 | 0.00 | -170 | -25.53 | 12-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 254 | $8,498 | 384 | 0.00 | 0.00 | 233 | 154.30 | 03-31-2024 |