Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS INC | COM | 901 | $227,634 | 13,406 | 0.00 | 0.00 | 21 | 0.16 | 12-31-2023 |
AUXIER ASSET MANAGEMENT | COM | 902 | $236,855 | 13,359 | 0.00 | 0.00 | -200 | -1.48 | 03-31-2024 |
IMPACTFOLIO LLC | COM | 903 | $230,291 | 13,258 | 0.00 | 0.00 | 75 | 0.57 | 09-30-2023 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 904 | $219,878 | 13,088 | 0.00 | 0.00 | -9 | -0.07 | 06-30-2023 |