Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAIRD FINANCIAL GROUP INC | COMMON | 651 | $251,458 | 4,449 | 0.00 | 0.00 | -4,111 | -48.03 | 03-31-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | 652 | $250,154 | 4,426 | 0.00 | 0.00 | 62 | 1.42 | 03-31-2024 |
EMPIRICAL FINANCE LLC | COM | 653 | $247,558 | 4,380 | 0.00 | 0.00 | 187 | 4.46 | 03-31-2024 |
MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM | 654 | $246,000 | 4,347 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |