Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 1301 | $4,000 | 70 | 0.00 | 0.00 | 24 | 52.17 | 03-31-2023 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1302 | $10,000 | 69 | 0.00 | 0.00 | -3 | -4.17 | 03-31-2024 |
BAIRD FINANCIAL GROUP INC | COMMON | 1303 | $9,174 | 66 | 0.00 | 0.00 | -1,053 | -94.10 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 1304 | $9,036 | 65 | 0.00 | 0.00 | 5 | 8.33 | 03-31-2024 |