Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 1701 | $25,083 | 761 | 0.00 | 0.00 | -139 | -15.44 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 1702 | $22,747 | 747 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DHJJ FINANCIAL ADVISORS LTD | COM | 1703 | $24,424 | 741 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAIN STREET GROUP LTD | COMMON STOCK | 1704 | $22,235,000 | 730 | 0.01 | 730 | +Inf | 12-31-2023 |