Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEB ASSET MANAGEMENT LLC | COM | 4501 | $288,539 | 1,824 | 0.00 | 0.00 | 111 | 6.48 | 03-31-2024 |
LANDAAS & CO /WI /ADV | COM | 4502 | $288,000 | 1,823 | 0.00 | 0.00 | -18 | -0.98 | 03-31-2024 |
ARROWMARK COLORADO HOLDINGS LLC | COM | 4503 | $301,246 | 1,820 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FINANCIAL NETWORK WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.14 | 0.15 | 0 | 0.00 | 03-31-2024 |