Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | COM | 451 | $391,621 | 4,009 | 0.00 | 0.00 | 1,591 | 65.80 | 03-31-2024 |
COMMERCE BANK | COM | 452 | $391,013 | 4,003 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 453 | $390,818 | 4,001 | 0.00 | 0.00 | -577 | -12.60 | 03-31-2024 |
WATERSHED PRIVATE WEALTH LLC | COM | 454 | $390,720 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |