Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRIMES & COMPANY INC | COM | 752 | $395,857 | 10,145 | 0.00 | 0.00 | 93 | 0.93 | 03-31-2024 |
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | COM | 753 | $395,702 | 10,141 | 0.00 | 0.00 | -19,984 | -66.34 | 03-31-2024 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | COM | 754 | $391,761 | 10,040 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |