Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON FINANCIAL GROUP INC | COM | 2151 | $190,986 | 2,396 | 0.00 | 0.00 | 276 | 13.02 | 12-31-2023 |
LS INVESTMENT ADVISORS LLC | COM | 2152 | $214,409 | 2,381 | 0.00 | 2,381 | +Inf | 03-31-2024 | |
ATLAS BROWNINC | Stock | 2153 | $213,798 | 2,374 | 0.00 | 2,374 | +Inf | 03-31-2024 | |
WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC | Stock | 2154 | $187,558 | 2,353 | 0.00 | 0.00 | 500 | 26.98 | 12-31-2023 |