Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 752 | $7,000 | 403 | 0.00 | 0.00 | -106 | -20.83 | 03-31-2024 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 753 | $5,828 | 358 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 754 | $5,421 | 333 | 0.00 | 0.00 | -295 | -46.97 | 03-31-2024 |