Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAIRD FINANCIAL GROUP INC | COMMON | 551 | $771,944 | 1,970 | 0.00 | 0.00 | 14 | 0.72 | 03-31-2024 |
SHAKESPEARE WEALTH MANAGEMENT LLC | COM | 552 | $769,593 | 1,964 | 0.00 | 0.00 | -103 | -4.98 | 03-31-2024 |
FDX ADVISORS INC | Common Stock | 553 | $507,000 | 1,954 | 0.04 | 0.03 | -148 | -7.04 | 09-30-2023 |
PATHSTONE FAMILY OFFICE LLC | COM | 554 | $471,224 | 1,927 | 0.00 | 0.00 | -479 | -19.91 | 06-30-2023 |