Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 2951 | $23,145 | 250 | 0.00 | 0.00 | 116 | 86.57 | 09-30-2023 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 2952 | $22,862 | 243 | 0.00 | 243 | +Inf | 12-31-2023 | |
MARYLAND CAPITAL ADVISORS INC | COM | 2953 | $21,898 | 239 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUE WEALTH DESIGN LLC | COM | 2954 | $23,257 | 238 | 0.00 | 0.00 | -198 | -45.41 | 06-30-2023 |