Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALASKA WEALTH ADVISORS | COM | 4001 | $285,540 | 2,164 | 0.00 | 0.00 | -100 | -4.42 | 03-31-2024 |
ASPIRE CAPITAL ADVISORS LLC | COM | 4002 | $235,485 | 2,160 | 0.00 | 0.00 | 7 | 0.33 | 12-31-2023 |
DLK INVESTMENT MANAGEMENT LLC | COM | 4003 | $284,748 | 2,158 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST WEALTH MANAGEMENT LLC | COM | 4004 | $235,093 | 2,156 | 0.00 | 0.00 | 45 | 2.13 | 12-31-2023 |