Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIRS & POWER INC | COM | 2651 | $450,196 | 519 | 0.00 | 0.00 | 14 | 2.77 | 06-30-2023 |
TRAIL RIDGE INVESTMENT ADVISORS LLC | COM | 2652 | $578,218 | 518 | 0.00 | 0.00 | -12 | -2.26 | 12-31-2023 |
TRUE PRIVATE WEALTH ADVISORS | COM | 2653 | $685,029 | 517 | 0.00 | 0.00 | -6 | -1.15 | 03-31-2024 |
HOLISTIC PLANNING LLC | COM | 2654 | $683,912 | 516 | 0.00 | 0.00 | -130 | -20.12 | 03-31-2024 |