Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIAWEALTH LLC | COM | 251 | $457,302 | 9,557 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BAIRD FINANCIAL GROUP INC | COMMON | 252 | $479,415 | 9,533 | 0.00 | 0.00 | -2,273 | -19.25 | 03-31-2024 |
Y-INTERCEPT (HONG KONG) LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 669 | 7.65 | 12-31-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 254 | $464,177 | 9,230 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |