Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAIRFIELD BUSH & CO | Stock | 2501 | $267,896 | 1,430 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STRAIT & SOUND WEALTH MANAGEMENT LLC | COM | 2502 | $258,287 | 1,427 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MILL CREEK CAPITAL ADVISORS LLC | Stock | 2503 | $235,054 | 1,425 | 0.00 | 1,425 | +Inf | 03-31-2023 | |
BRIDGES INVESTMENT MANAGEMENT INC | COM | 2504 | $202,000 | 1,425 | 0.01 | 1,425 | +Inf | 03-31-2021 |