Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REHMANN CAPITAL ADVISORY GROUP | CL B | 2001 | $692,252 | 7,365 | 0.00 | 0.00 | -140 | -1.87 | 03-31-2024 |
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC | CL B | 2002 | $681,612 | 7,364 | 0.00 | 0.00 | 239 | 3.35 | 03-31-2024 |
ALPHA OMEGA WEALTH MANAGEMENT LLC | CL B | 2003 | $685,490 | 7,294 | 0.00 | 0.00 | -315 | -4.14 | 03-31-2024 |
ALTA WEALTH ADVISORS LLC | CL B | 2004 | $685,309 | 7,292 | 0.00 | 0.00 | -189 | -2.53 | 03-31-2024 |