Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINTRUST INVESTMENTS LLC | COM | 2851 | $392,000 | 2,053 | 0.03 | 0.03 | -40 | -1.91 | 03-31-2024 |
ERGAWEALTH ADVISORS INC | COM | 2852 | $391,468 | 2,050 | 0.00 | 0.00 | 50 | 2.50 | 03-31-2024 |
COERENTE CAPITAL MANAGEMENT | COM | 2853 | $391,468 | 2,050 | 0.00 | 2,050 | +Inf | 03-31-2024 | |
KPP ADVISORY SERVICES LLC | Com | 2854 | $390,896 | 2,047 | 0.00 | 2,047 | +Inf | 03-31-2024 |