Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM UNIT REP LTD | 551 | $148,018 | 4,031 | 0.00 | 4,031 | +Inf | 12-31-2023 | |
ULLAND INVESTMENT ADVISORS LLC | Stock | 552 | $166,000 | 4,000 | 0.13 | 0.15 | 0 | 0.00 | 03-31-2024 |
SOA WEALTH ADVISORS LLC | Stock | 553 | $161,959 | 3,897 | 0.00 | 0.00 | -7 | -0.18 | 03-31-2024 |
FAIRFIELD BUSH & CO | Stock | 554 | $139,536 | 3,800 | 0.00 | 3,800 | +Inf | 12-31-2023 |