Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONTAG A & ASSOCIATES INC | COM | 551 | $89,785 | 403 | 0.00 | 0.00 | 251 | 165.13 | 12-31-2023 |
SOUTHSTATE CORP | Com | 552 | $82,878 | 372 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 553 | $51,000 | 367 | 0.00 | 367 | +Inf | 09-30-2022 | |
SIGNATUREFD LLC | COM | 554 | $71,601 | 366 | 0.00 | 0.00 | 127 | 53.14 | 09-30-2023 |