Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1620 INVESTMENT ADVISORS INC | COM | 401 | $294,690 | 10,340 | 0.00 | 0.00 | 112 | 1.10 | 03-31-2024 |
UNISON ADVISORS LLC | COM | 402 | $294,605 | 10,337 | 0.00 | 0.00 | 135 | 1.32 | 03-31-2024 |
CREATIVE PLANNING | COM | 403 | $321,971 | 10,336 | 0.00 | 0.00 | 10,211 | 8168.80 | 12-31-2023 |
BANK OF MONTREAL /CAN/ | COM | 404 | $294,328 | 10,302 | 0.00 | 0.00 | -418 | -3.90 | 03-31-2024 |