Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 2601 | $729,603 | 550 | 0.00 | 0.00 | 145 | 35.80 | 03-31-2024 |
GREENWOOD GEARHART INC | Stock | 2602 | $612,821 | 549 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BRAINARD CAPITAL MANAGEMENT LLC | COM | 2603 | $352,428 | 549 | 0.00 | 0.00 | 4 | 0.73 | 03-31-2023 |
TRIAD WEALTH PARTNERS LLC | COM | 2604 | $724,999 | 547 | 0.00 | 547 | +Inf | 03-31-2024 |