Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | 1601 | $8,115 | 278 | 0.00 | 0.00 | 14 | 5.30 | 03-31-2024 |
PITTENGER & ANDERSON INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1603 | $8,000 | 273 | 0.00 | 0.00 | -6 | -2.15 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1604 | $11,000 | 272 | 0.00 | 0.00 | 60 | 28.30 | 03-31-2022 |