Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATWOOD & PALMER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLWORTH FINANCIAL LP | COM CL A | 552 | $9,820 | 336 | 0.00 | 0.00 | 36 | 12.00 | 06-30-2023 |
CIBC PRIVATE WEALTH GROUP LLC | COM CL A | 553 | $11,057 | 312 | 0.00 | 312 | +Inf | 03-31-2024 | |
CAPE INVESTMENT ADVISORY INC | COM CL A | 554 | $9,549 | 301 | 0.00 | 0.00 | 1 | 0.33 | 12-31-2023 |