Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 3151 | $203,000 | 447 | 0.13 | 0.12 | 69 | 18.25 | 03-31-2024 |
SITTNER & NELSON LLC | COM | 3152 | $203,101 | 447 | 0.00 | 0.00 | -51 | -10.24 | 03-31-2024 |
GOODWIN INVESTMENT ADVISORY | COM | 3153 | $203,345 | 447 | 0.00 | 447 | +Inf | 03-31-2024 | |
BURT WEALTH ADVISORS | COM | 3154 | $203,327 | 447 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |