Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 51 | $606,620 | 7,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BAIRD FINANCIAL GROUP INC | COMMON | 52 | $591,956 | 6,830 | 0.00 | 6,830 | +Inf | 03-31-2024 | |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 53 | $535,837 | 6,183 | 0.00 | 0.00 | 3 | 0.05 | 03-31-2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,928 | -23.86 | 03-31-2024 |