Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 351 | $11,952 | 56 | 0.00 | 0.00 | 31 | 124.00 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 352 | $11,738 | 55 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 353 | $9,441 | 46 | 0.00 | 0.00 | 21 | 84.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 354 | $6,000 | 44 | 0.00 | 44 | +Inf | 09-30-2022 |