Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 15 | 8.93 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 402 | $5,000 | 150 | 0.00 | 150 | +Inf | 09-30-2022 | |
IFP ADVISORS INC | cs | 403 | $3,820 | 132 | 0.00 | 0.00 | 66 | 100.00 | 12-31-2023 |
GOALVEST ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 132 | +Inf | 03-31-2024 |