Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCOLLAB LLC | COM | 2601 | $6,876 | 11 | 0.00 | 11 | +Inf | 12-31-2023 | |
SITTNER & NELSON LLC | COM | 2602 | $5,620 | 11 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BERKSHIRE CAPITAL HOLDINGS INC | INTU | 2603 | $6,250 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 2604 | $4,000 | 10 | 0.00 | 10 | +Inf | 09-30-2022 |