Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL FREEDOM LLC | COM | 3551 | $29,047 | 473 | 0.00 | 0.00 | -200 | -29.72 | 12-31-2023 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 3552 | $31,419 | 469 | 0.00 | 469 | +Inf | 03-31-2024 | |
JNBA FINANCIAL ADVISORS | COM | 3553 | $27,243 | 466 | 0.00 | 0.01 | 0 | 0.00 | 09-30-2023 |
PERKINS COIE TRUST CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -25,713 | -98.22 | 12-31-2023 |