Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGY ASSET MANAGERS LLC | COM | 651 | $1,586,087 | 1,559 | 0.00 | 0.00 | 21 | 1.37 | 03-31-2024 |
NICOLET BANKSHARES INC | COMMON STOCK | 652 | $1,568,677 | 1,542 | 0.00 | 0.00 | -12 | -0.77 | 03-31-2024 |
MISSION WEALTH MANAGEMENT LP | COM | 653 | $1,568,926 | 1,542 | 0.00 | 0.00 | -176 | -10.24 | 03-31-2024 |
WESBANCO BANK INC | COMMON STOCK | 654 | $1,566,642 | 1,540 | 0.00 | 0.05 | -60 | -3.75 | 03-31-2024 |