Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEDMONT PRIVATE CAPITAL | COM | 1051 | $265,682 | 3,654 | 0.00 | 0.00 | 269 | 7.95 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1052 | $281,000 | 3,617 | 0.02 | 3,617 | +Inf | 09-30-2022 | |
JOHNSON FINANCIAL GROUP INC | COM | 1053 | $263,892 | 3,556 | 0.00 | 0.00 | -356 | -9.10 | 12-31-2023 |
GRAYPOINT LLC | Stock | 1054 | $277,898 | 3,541 | 0.00 | 0.00 | 373 | 11.77 | 03-31-2024 |