Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEARBORN PARTNERS LLC | COM | 1401 | $1,763,326 | 18,763 | 0.00 | 0.00 | -519 | -2.69 | 03-31-2024 |
SS&H FINANCIAL ADVISORS INC | CL B | 1402 | $1,759,000 | 18,726 | 0.73 | 0.86 | 0 | 0.00 | 03-31-2024 |
DEANE RETIREMENT STRATEGIES INC | COM | 1403 | $1,779,504 | 18,678 | 0.00 | 18,678 | +Inf | 09-30-2023 | |
MGO ONE SEVEN LLC | CL B | 1404 | $2,023,447 | 18,637 | 0.00 | 0.00 | 1,206 | 6.92 | 12-31-2023 |