Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 651 | $10,000 | 53 | 0.00 | 53 | +Inf | 09-30-2022 | |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 652 | $30,420 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 653 | $29,250 | 50 | 0.00 | 0.00 | 23 | 85.19 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 654 | $28,080 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |