Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON FINANCIAL GROUP INC | COM | 2901 | $69,879 | 373 | 0.00 | 0.00 | -22 | -5.57 | 12-31-2023 |
NORTHWEST FINANCIAL ADVISORS | COM | 2902 | $68,260 | 364 | 0.00 | 364 | +Inf | 12-31-2023 | |
LEE FINANCIAL CO | COM | 2903 | $54,157 | 363 | 0.00 | 0.00 | 5 | 1.40 | 09-30-2023 |
TACITA CAPITAL INC | COM | 2904 | $67,442 | 360 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |