Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAHILL FINANCIAL ADVISORS INC | Stock | 2301 | $614,863 | 21,431 | 0.00 | 0.07 | 9,986 | 87.25 | 06-30-2023 |
MADISON WEALTH PARTNERS INC | COM | 2302 | $812,235 | 21,420 | 0.00 | 0.00 | -4,500 | -17.36 | 03-31-2024 |
SKYLINE ADVISORS INC | COM | 2303 | $720,914 | 21,411 | 0.00 | 21,411 | +Inf | 12-31-2023 | |
TRUST CO OF VIRGINIA /VA | COM | 2304 | $612,182 | 21,405 | 0.00 | 0.00 | 957 | 4.68 | 03-31-2023 |