Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOODTRUST FINANCIAL CORP | COMMON STOCK | 901 | $23,499,000 | 55,882 | 3.72 | 55,882 | +Inf | 03-31-2024 | |
AMERITAS ADVISORY SERVICES LLC | CL B NEW | 902 | $22,867,173 | 55,780 | 0.00 | 0.00 | 17,595 | 46.08 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 903 | $23,401,518 | 55,649 | 0.00 | 0.36 | 51,359 | 1197.18 | 03-31-2024 |
NOVARE CAPITAL MANAGEMENT LLC | CL B NEW | 904 | $23,398,533 | 55,641 | 0.00 | 0.00 | 1,430 | 2.64 | 03-31-2024 |