Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS FINANCIAL PLANNING LLC | COM NEW | 751 | $3,839,656 | 40,778 | 0.00 | 0.00 | -20,739 | -33.71 | 03-31-2024 |
MAINSTREET INVESTMENT ADVISORS LLC | Common Stock | 752 | $3,824,214 | 40,614 | 0.00 | 40,614 | +Inf | 03-31-2024 | |
DAVIS-REA LTD | COM NEW | 753 | $3,794,648 | 40,300 | 0.00 | 40,300 | +Inf | 03-31-2024 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY LLC | COM NEW | 754 | $3,730,280 | 40,003 | 0.00 | 0.00 | -267 | -0.66 | 12-31-2023 |