Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 451 | $18,631 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 452 | $18,099 | 170 | 0.00 | 0.00 | 142 | 507.14 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 453 | $17,041 | 157 | 0.00 | 157 | +Inf | 12-31-2023 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 454 | $6,000 | 153 | 0.00 | 153 | +Inf | 09-30-2022 |