Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG INVESTMENTS LLC | COM | 751 | $202,207 | 3,788 | 0.00 | 3,788 | +Inf | 03-31-2024 | |
CHECCHI CAPITAL ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 753 | $223,000 | 3,762 | 0.02 | 3,762 | +Inf | 09-30-2022 | |
FIRST NATIONAL ADVISERS LLC | COM | 754 | $200,762 | 3,761 | 0.00 | 3,761 | +Inf | 03-31-2024 |