Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICOLET ADVISORY SERVICES LLC | COM | 1301 | $221,236 | 579 | 0.00 | 579 | +Inf | 12-31-2023 | |
SEACREST WEALTH MANAGEMENT LLC | COM | 1302 | $252,980 | 577 | 0.00 | 577 | +Inf | 03-31-2024 | |
EMPIRICAL ASSET MANAGEMENT LLC | COM | 1303 | $252,498 | 576 | 0.00 | 576 | +Inf | 03-31-2024 | |
WEALTHSTREAM ADVISORS INC | COM | 1304 | $252,568 | 576 | 0.00 | 0.00 | 14 | 2.49 | 03-31-2024 |