Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENRICH FINANCIAL PARTNERS LLC | COM | 51 | $3,021 | 6,042 | 0.00 | 6,042 | +Inf | 03-31-2024 | |
JNBA FINANCIAL ADVISORS | COM | 52 | $2,205 | 4,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CITIGROUP INC | COM | 53 | $1,806 | 3,700 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
WELLS FARGO & COMPANY/MN | COM | 54 | $1,286 | 2,937 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |