Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE PLANNING | COM NEW | 251 | $200,003 | 5,919 | 0.00 | 5,919 | +Inf | 12-31-2023 | |
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 252 | $37,000 | 3,823 | 0.00 | 3,823 | +Inf | 09-30-2022 | |
PARADIGM ASSET MANAGEMENT CO LLC | COM | 253 | $120,704 | 3,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST TOWER GROUP LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 3,181 | +Inf | 12-31-2023 |