Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 851 | $3,495 | 19 | 0.00 | 0.00 | 6 | 46.15 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 852 | $3,495 | 19 | 0.00 | 0.00 | 3 | 18.75 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | RGEN | 853 | $3,311 | 18 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NALLS SHERBAKOFF GROUP LLC | COM | 854 | $2,877 | 16 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |