Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 351 | $9,000 | 502 | 0.00 | 502 | +Inf | 09-30-2022 | |
ORION CAPITAL MANAGEMENT LLC | COM | 352 | $5,295 | 500 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
TRUVESTMENTS CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 354 | $7,377 | 475 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |