Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1151 | $203,347 | 2,150 | 0.00 | 2,150 | +Inf | 06-30-2023 | |
QUADRANT CAPITAL GROUP LLC | COM | 1152 | $155,117 | 2,109 | 0.00 | 0.00 | -10 | -0.47 | 03-31-2024 |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 1153 | $150,778 | 2,050 | 0.00 | 0.00 | -600 | -22.64 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1154 | $127,000 | 2,030 | 0.01 | 2,030 | +Inf | 09-30-2022 |