Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON FINANCIAL GROUP INC | COM | 3451 | $137,833 | 953 | 0.00 | 0.00 | -562 | -37.10 | 12-31-2023 |
FIRST MERCANTILE TRUST CO | COM | 3452 | $123,000 | 950 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2021 |
BOGART WEALTH LLC | Stock | 3453 | $158,317 | 935 | 0.00 | 0.00 | -146 | -13.51 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 3454 | $110,946 | 932 | 0.00 | 0.00 | -196 | -17.38 | 06-30-2023 |