Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIENT ADVISORS LLC | CAP STK CL A | 4251 | $578,596 | 4,142 | 0.00 | 0.00 | -203 | -4.67 | 12-31-2023 |
TOLLESON WEALTH MANAGEMENT INC | Stock | Liquidated | $0 | 0 | 0.13 | 4,133 | +Inf | 12-31-2023 | |
LEVEL FINANCIAL ADVISORS | CAP STK CL A | 4253 | $620,473 | 4,111 | 0.00 | 0.00 | -1,059 | -20.48 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 4254 | $620,322 | 4,110 | 0.00 | 0.00 | -70 | -1.67 | 03-31-2024 |