Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 451 | $144,127 | 15,076 | 0.00 | 15,076 | +Inf | 06-30-2023 | |
ADVISORY SERVICES NETWORK LLC | Stock | 452 | $186,301 | 14,916 | 0.00 | 0.00 | -2,338 | -13.55 | 03-31-2024 |
CRYSTALLINE MANAGEMENT INC | COM | 453 | $186,138,000 | 14,903 | 0.24 | 14,903 | +Inf | 03-31-2024 | |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 454 | $179,607 | 14,380 | 0.00 | 0.00 | -2,229 | -13.42 | 03-31-2024 |