Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 137 | 12.36 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 552 | $66,000 | 1,222 | 0.00 | 1,222 | +Inf | 09-30-2022 | |
BLUEPATH CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,167 | +Inf | 12-31-2023 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 554 | $23,725 | 1,150 | 0.00 | 0.00 | -50 | -4.17 | 03-31-2024 |