Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAKOTA WEALTH MANAGEMENT | COM | 501 | $142,482 | 10,105 | 0.00 | 0.00 | -9,000 | -47.11 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 502 | $140,507 | 9,965 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 503 | $108,000 | 9,320 | 0.01 | 9,320 | +Inf | 09-30-2022 | |
KNOTT DAVID M JR | Common | 504 | $126,000 | 8,905 | 0.04 | 0.05 | 0 | 0.00 | 03-31-2024 |