Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 551 | $18,167 | 247 | 0.00 | 247 | +Inf | 03-31-2023 | |
LINDBROOK CAPITAL LLC | Stock | 552 | $20,828 | 226 | 0.00 | 0.00 | 12 | 5.61 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 553 | $26,000 | 161 | 0.00 | 0.00 | 62 | 62.63 | 12-31-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 554 | $15,000 | 151 | 0.00 | 151 | +Inf | 09-30-2022 |