Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ULLMANN WEALTH PARTNERS GROUP LLC | COM | 3351 | $646,566 | 6,467 | 0.00 | 0.00 | 279 | 4.51 | 12-31-2023 |
STEIGERWALD GORDON & KOCH INC | COM | 3352 | $646,228 | 6,464 | 0.00 | 0.00 | 36 | 0.56 | 12-31-2023 |
BROADLEAF PARTNERS LLC | COM | 3353 | $645,583 | 6,457 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BUFFINGTON MOHR MCNEAL | Stock | 3354 | $750,445 | 6,456 | 0.00 | 0.00 | -980 | -13.18 | 03-31-2024 |