Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUAD-CITIES INVESTMENT GROUP LLC | COM | 1151 | $252,023 | 11,619 | 0.00 | 0.00 | -265 | -2.23 | 03-31-2024 |
AVANTAX PLANNING PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,108 | 10.54 | 12-31-2023 |
DEARBORN PARTNERS LLC | COM | 1153 | $251,941 | 11,616 | 0.00 | 0.00 | -17,253 | -59.76 | 03-31-2024 |
TRIUMPH CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,113 | -21.33 | 03-31-2024 |