Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 551 | $6,338 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 552 | $6,266 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 553 | $5,546 | 42 | 0.00 | 0.00 | 18 | 75.00 | 12-31-2023 |
HARBOUR INVESTMENTS INC | COM | 554 | $5,546 | 42 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |