Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 3401 | $74,592 | 1,302 | 0.00 | 0.01 | 163 | 14.31 | 09-30-2023 |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 3402 | $82,702 | 1,294 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 3403 | $82,346 | 1,288 | 0.00 | 0.00 | 10 | 0.78 | 03-31-2024 |
SOLSTEIN CAPITAL LLC | COM | 3404 | $73,102 | 1,276 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |