Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 601 | $365,378 | 1,928 | 0.00 | 0.00 | 96 | 5.24 | 03-31-2024 |
MERIT FINANCIAL GROUP LLC | COM | 602 | $323,343 | 1,921 | 0.00 | 1,921 | +Inf | 03-31-2024 | |
STATE OF WYOMING | COM | 603 | $429,795 | 1,902 | 0.00 | 0.07 | 1,032 | 118.62 | 06-30-2023 |
LIDO ADVISORS LLC | COM | 604 | $359,529 | 1,897 | 0.00 | 0.00 | 178 | 10.35 | 03-31-2024 |