Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 357 | 915.38 | 03-31-2024 |
SRS CAPITAL ADVISORS INC | COM | 352 | $49,184 | 350 | 0.00 | 0.00 | -1 | -0.28 | 03-31-2024 |
BLUE TRUST INC | COM | 353 | $44,571 | 317 | 0.00 | 0.00 | -145 | -31.39 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 354 | $22,000 | 294 | 0.00 | 294 | +Inf | 09-30-2022 |