Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON FINANCIAL GROUP INC | COM | 601 | $622 | 33 | 0.00 | 33 | +Inf | 12-31-2023 | |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 603 | $506 | 32 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 604 | $717 | 32 | 0.00 | 32 | +Inf | 03-31-2024 |