Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,104 | 6.16 | 03-31-2024 |
WEALTH MANAGEMENT PARTNERS LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,639 | 5.34 | 12-31-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | UNIT 99/99/9999 | 753 | $850,243 | 52,034 | 0.00 | 0.00 | -2,121 | -3.92 | 03-31-2024 |
SILVERLAKE WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,370 | 21.97 | 12-31-2023 |