Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHANSON FINANCIAL ADVISORS INC | COM | 851 | $208,000 | 454 | 0.07 | 0.07 | 23 | 5.34 | 09-30-2021 |
SIGNATUREFD LLC | COM | 852 | $188,704 | 444 | 0.00 | 0.00 | -19 | -4.10 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 853 | $182,830 | 439 | 0.00 | 0.00 | -7 | -1.57 | 06-30-2023 |
BENJAMIN EDWARDS INC | COM | 854 | $186,000 | 437 | 0.04 | 0.04 | 18 | 4.30 | 03-31-2024 |