Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELLENBECKER INVESTMENT GROUP | COM | 1401 | $271,000 | 15,387 | 0.06 | 0.06 | 535 | 3.60 | 12-31-2023 |
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 1402 | $281,289 | 15,337 | 0.00 | 0.00 | -210 | -1.35 | 03-31-2024 |
CULLINAN ASSOCIATES INC | COM | 1403 | $281,281 | 15,337 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 1404 | $279,811 | 15,257 | 0.00 | 0.00 | -11,278 | -42.50 | 03-31-2024 |