Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 401 | $517,109 | 6,928 | 0.00 | 0.00 | -217 | -3.04 | 03-31-2024 |
KEYBANK NATIONAL ASSOCIATION/OH | COM | 402 | $516,583 | 6,921 | 0.00 | 0.00 | -2,284 | -24.81 | 03-31-2024 |
STEPH & CO | COM | 403 | $506,955 | 6,792 | 0.00 | 0.00 | -747 | -9.91 | 03-31-2024 |
SHELTON CAPITAL MANAGEMENT | COM | 404 | $500,909 | 6,711 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |