Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 551 | $15,703 | 315 | 0.00 | 0.00 | 184 | 140.46 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 552 | $12,000 | 310 | 0.00 | 310 | +Inf | 09-30-2022 | |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 553 | $15,454 | 310 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 554 | $8,000 | 307 | 0.00 | 0.00 | 41 | 15.41 | 09-30-2021 |