Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENTINUS LLC | COM | 3001 | $504,195 | 1,690 | 0.00 | 1,690 | +Inf | 06-30-2023 | |
FINANCIAL ADVISORS LLC | COM | 3002 | $501,170 | 1,690 | 0.00 | 0.00 | 1 | 0.06 | 12-31-2023 |
CAHILL FINANCIAL ADVISORS INC | Stock | 3003 | $504,114 | 1,689 | 0.00 | 0.08 | 69 | 4.26 | 06-30-2023 |
SENTINEL PENSION ADVISORS INC | COM | 3004 | $444,687 | 1,688 | 0.00 | 1,688 | +Inf | 09-30-2023 |