Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 401 | $38,446 | 579 | 0.00 | 0.00 | -410 | -41.46 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | REIT | 402 | $30,000 | 557 | 0.00 | 557 | +Inf | 09-30-2022 | |
EXCHANGE TRADED CONCEPTS LLC | COM | 403 | $36,520 | 550 | 0.00 | 550 | +Inf | 03-31-2024 | |
SRS CAPITAL ADVISORS INC | COM | 404 | $35,104 | 529 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |