Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTE CAPITAL LLC /ADV | COM | 1801 | $1,486,629 | 44,818 | 0.00 | 0.00 | 281 | 0.63 | 09-30-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1802 | $1,960,000 | 44,782 | 0.14 | 44,782 | +Inf | 09-30-2022 | |
RESOURCE MANAGEMENT LLC | COM | 1803 | $1,924,000 | 44,740 | 0.22 | 0.20 | 570 | 1.29 | 09-30-2021 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | COM | 1804 | $1,287,730 | 44,728 | 0.00 | 0.00 | -8,756 | -16.37 | 12-31-2023 |