Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | COM | 1651 | $266,953 | 906 | 0.00 | 0.00 | 20 | 2.26 | 03-31-2024 |
FIRST BUSINESS FINANCIAL SERVICES INC | Common | 1652 | $221,625 | 904 | 0.00 | 0.03 | 0 | 0.00 | 06-30-2023 |
EUDAIMONIA PARTNERS LLC | Stock | 1653 | $266,069 | 903 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OAK ASSET MANAGEMENT LLC | COM | 1654 | $215,853 | 901 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |