Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON INVESTMENT COUNSEL INC | CS | 1451 | $224,002 | 920 | 0.00 | 920 | +Inf | 12-31-2023 | |
FLAGSHIP PRIVATE WEALTH LLC | COM | 1452 | $239,587 | 920 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PHOENIX WEALTH ADVISORS | COM | 1453 | $239,326 | 919 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FLUENT FINANCIAL LLC | COM | 1454 | $238,805 | 917 | 0.00 | 0.00 | -23 | -2.45 | 03-31-2024 |