Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 301 | $11,000 | 424 | 0.00 | 424 | +Inf | 09-30-2022 | |
CWM LLC | COM | 302 | $7,000 | 355 | 0.00 | 0.00 | 169 | 90.86 | 03-31-2024 |
ACTIVEST WEALTH MANAGEMENT | COM | 303 | $5,721 | 303 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUANTBOT TECHNOLOGIES LP | COM | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 12-31-2023 |