Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DORSEY & WHITNEY TRUST CO LLC | COM | 901 | $267,319 | 284 | 0.00 | 0.00 | -101 | -26.23 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 902 | $189,166 | 283 | 0.00 | 0.00 | 3 | 1.07 | 12-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 903 | $263,556 | 280 | 0.00 | 280 | +Inf | 03-31-2024 | |
PGIM CUSTOM HARVEST LLC | COM | 904 | $263,553 | 280 | 0.00 | 280 | +Inf | 03-31-2024 |