Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 901 | $21,569 | 74 | 0.00 | 0.00 | 53 | 252.38 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 902 | $15,139 | 74 | 0.00 | 74 | +Inf | 09-30-2023 | |
GRADIENT INVESTMENTS LLC | COM | 903 | $20,986 | 72 | 0.00 | 0.00 | -100 | -58.14 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 7 | 11.29 | 12-31-2023 |