Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
THOMPSON SIEGEL & WALMSLEY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RUEDI WEALTH MANAGEMENT INC | CL A | 2452 | $22,170 | 131 | 0.00 | 0.00 | 88 | 204.65 | 03-31-2024 |
LANSING STREET ADVISORS | Stock | 2453 | $22,387 | 130 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
INTELLIGENT FINANCIAL STRATEGIES | COM | 2454 | $22,617 | 130 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |