Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 701 | $32,100 | 800 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SOUND INCOME STRATEGIES LLC | COM | 702 | $26,353 | 794 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 703 | $28,009 | 787 | 0.00 | 0.00 | 3 | 0.38 | 12-31-2023 |
PRINCIPAL SECURITIES INC | COM | 704 | $26,087 | 733 | 0.00 | 733 | +Inf | 12-31-2023 |