Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE VISION MN LLC | COM | 3501 | $569,986 | 5,701 | 0.00 | 5,701 | +Inf | 12-31-2023 | |
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | Stock | 3502 | $662,107 | 5,696 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
MINICHMACGREGOR WEALTH MANAGEMENT LLC | COM | 3503 | $665,627 | 5,690 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW MILLENNIUM GROUP LLC | COM | 3504 | $567,975 | 5,681 | 0.00 | 0.00 | 1 | 0.02 | 12-31-2023 |