Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAYFINDING FINANCIAL LLC | Stock | 2401 | $213,000 | 3,032 | 0.12 | 0.18 | -416 | -12.06 | 03-31-2024 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | Stock | 2402 | $211,470 | 3,021 | 0.00 | 3,021 | +Inf | 03-31-2024 | |
PROFICIO CAPITAL PARTNERS LLC | CL A | Liquidated | $211,490 | 3,021 | 0.00 | 0.00 | 3,021 | +Inf | 03-31-2024 |
TIEMANN INVESTMENT ADVISORS LLC | CL A | 2404 | $211,050 | 3,015 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |