Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ARCHITECTS LLC | SHS | 201 | $302,010 | 20,615 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BAIRD FINANCIAL GROUP INC | COMMON | 202 | $291,361 | 19,450 | 0.00 | 19,450 | +Inf | 03-31-2024 | |
NORTHERN TRUST CORP | COM | 203 | $284,635 | 19,001 | 0.00 | 0.00 | -28,087 | -59.65 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | SHS | 204 | $279,060 | 18,629 | 0.00 | 0.00 | 2,636 | 16.48 | 03-31-2024 |