Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 801 | $141,646 | 4,411 | 0.00 | 0.00 | 53 | 1.22 | 12-31-2023 |
HORIZON INVESTMENTS LLC | COM | 802 | $163,714 | 4,099 | 0.00 | 0.00 | 326 | 8.64 | 06-30-2023 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 803 | $134,082 | 3,843 | 0.00 | 0.00 | 124 | 3.33 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 804 | $159,000 | 3,496 | 0.01 | 3,496 | +Inf | 09-30-2022 |