Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAIRD FINANCIAL GROUP INC | COMMON | 401 | $4,479,542 | 10,217 | 0.00 | 0.00 | -1,300 | -11.29 | 03-31-2024 |
JOURNEY ADVISORY GROUP LLC | COM | 402 | $4,476,130 | 10,209 | 0.00 | 0.00 | 815 | 8.68 | 03-31-2024 |
VIDENT ADVISORY LLC | COM | 403 | $4,472,796 | 10,201 | 0.00 | 0.00 | 7,097 | 228.64 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 404 | $3,364,593 | 10,129 | 0.00 | 0.00 | 75 | 0.75 | 06-30-2023 |