Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABUNDANCE WEALTH COUNSELORS | COM | 2501 | $1,442,000 | 10,927 | 0.33 | 0.33 | -703 | -6.04 | 03-31-2024 |
WOLFF WIESE MAGANA LLC | COM | 2502 | $1,437,860 | 10,897 | 0.00 | 0.00 | 10,405 | 2114.84 | 03-31-2024 |
TRUE NORTH ADVISORS LLC | COM | 2503 | $1,437,463 | 10,894 | 0.00 | 0.00 | -23 | -0.21 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | COM | 2504 | $1,432,449 | 10,870 | 0.00 | 0.00 | 2,198 | 25.35 | 03-31-2024 |