Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DA DAVIDSON & CO | COM | 501 | $720,490 | 12,078 | 0.00 | 0.00 | 3,221 | 36.37 | 03-31-2024 |
HARVEST PORTFOLIOS GROUP INC | COM | 502 | $587,573 | 11,767 | 0.00 | 0.00 | -103 | -0.87 | 06-30-2023 |
CLIFTONLARSONALLEN WEALTH ADVISORS LLC | COM | 503 | $697,846 | 11,699 | 0.00 | 11,699 | +Inf | 03-31-2024 | |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 504 | $696,738 | 11,680 | 0.00 | 0.00 | -8,505 | -42.14 | 03-31-2024 |