Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 3151 | $680,561 | 4,036 | 0.00 | 0.10 | -458 | -10.19 | 09-30-2023 |
COASTWISE CAPITAL GROUP LLC | COM | 3152 | $678,813 | 4,026 | 0.00 | 0.00 | 512 | 14.57 | 09-30-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 3153 | $597,671 | 4,007 | 0.00 | 0.00 | -66 | -1.62 | 12-31-2023 |
BERNARDO WEALTH PLANNING LLC | COM | 3154 | $597,661 | 4,007 | 0.00 | 4,007 | +Inf | 12-31-2023 |